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To: Peppe who wrote (56072)10/19/1998 5:11:00 PM
From: hitesh puri  Respond to of 61433
 
Revenues were towards the high end of estimates. My guess is that most of it came from Access products which carry lower margins. The next quarter will be more ATM dominated as the Carriers finish the year strong.
Again as Mory pointed out that the Carriers have the highest priority set as building the next-generation networks which are data capable and voice enhanced and still Cisco and others have no competing products in the market (not developed but am talking shipping). Well they have their good old routers which just manages to place them in the WAN supplier category and justifying their high PE.

-hitesh