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To: Bill Harmond who wrote (13833)	9/9/2002 11:25:51 PM
From: Killswitch	Read Replies (1) \| Respond to of 57684

Just another example of Asia exporting deflation. This is going to continue, and it is going to become even more painful for American companies.

To: Bill Harmond who wrote (13833)	9/10/2002 1:45:05 AM
From: fedhead	Read Replies (1) \| Respond to of 57684

I think the low end routing/switching markets might be commoditized. Not true of the high end. Plus the bulk of the cost of running the network is not the hardware but all the services, reliabilty, uptime etc etc. Businesses lose a ton of money when their networks go down. I don't know how reliable is Hua-Wei's box. I don't think the network system is in danger of bieng commoditized yet by cheap imports from Asia. Plus routing software running the internet is hard to get right. Companies like Microsoft, Intel, Lucent, Nortel all have tried to enter and commoditize the routing market. Hasn't happened yet. Anindo