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To: MMW who wrote (17881)10/7/1998 9:39:00 AM
From: alex pierson  Respond to of 77400
 
The only thing that article leaves out is the question of what will happen to margins if Lucent and Nortel start driving them down like AMD has been doing to Intel. Also could Cisco's growth slow if it starts losing market share to those two big guns?

Alex P.