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To: Beltropolis Boy who wrote (17829)10/6/1998 3:09:00 PM
From: alex pierson  Respond to of 77399
 
The question that article leaves out is can the growth and margins be sustained by Cisco when Lucent and Nortel get into data in a big way? Is 46 the bottom on the way to 50-60 or something then stagnate? Have times changed now that everyone is end to end rather than each company having its own niche? Will things change this year or next? Can Cisco still dominate?

Alex P.