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To: fedhead who wrote (16892)	5/10/2003 7:11:30 PM
From: Lizzie Tudor	Respond to of 57684

I'm a little worried about the future of the telco's for both ciena and cisco though. That is the one looming factor. I'm not sure how much of Cisco's business comes from the bells. Another friend of mine dropped their land line phone last week. There are metro one-price cell plans available now, plus the new wifi phone from Cisco coming... who needs a land line phone at $30/mo minimum? There is no there there. And I think land line phone access is still the bell's bread and butter.