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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (24669)	2/3/2003 1:27:58 AM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 57110

I worked at Cisco for about 5 1/2 years and worked at Juniper for about 18 months. At Cisco, it was well known (believed) that huawei reversed engineered Cisco products and sold IOS with their product. At JNPR, Huawei was acquiring product through channels and it was certainly suspected that they were planning on reverse engineering. However, it certainly isn't uncommon for companies to have competitor's equipment in their labs. At a start-up that I worked at after JNPR, I was in negotiations with Huawei where they would resell our product in Asia, South America and the Mideast. One of the key points of their strategy was to capitalize on the perception that Cisco is the american networking equipment company. If Huawei loses this lawsuit and no longer is allowed to sell product in the U.S., I don't think that they are going to be too chocked up. My WAG is that they will lose.