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To: Capt. Dennis Shepherd who wrote (3031)2/3/1998 2:56:00 PM
From: Thomas Scharf  Read Replies (1) | Respond to of 18016
 
CSCO may well be a big factor in the enterprise market, but I think NN's position as incumbent supplier will stand them in good stead as the teleco's upgrade their backbone networks. Above all else, those guys value reliability & NN is known to make products that meet their needs. NN was perhaps the first company to enter the ATM market and has the most experience with this technology. Another major factor will be the NN-Siemens relationship.

Thomas



To: Capt. Dennis Shepherd who wrote (3031)2/4/1998 12:01:00 PM
From: Franco Battista  Respond to of 18016
 
Yes, it is a big factor, especially after yesterday's CSCO results.