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To: William Hunt who wrote (5858)1/26/1999 10:36:00 AM
From: Kenneth E. Phillipps  Read Replies (1) | Respond to of 21876
 
NORTEL CEO said today his company was "production limited" in what
they could provide to the marketplace .

I didn't hear the interview but other accounts seem to indicate the production limit was in Layer3 Switches. They seem to be selling Layer3 switches as fast as they can produce them. This is not good news for Cisco because it hurts their high margins.

Ken



To: William Hunt who wrote (5858)1/26/1999 10:43:00 AM
From: Clay Takaya  Read Replies (2) | Respond to of 21876
 
Bill,

As I recall, McGinn gave confirmation on 20% topline and 30%+ bottomline growth. I like your numbers a lot better. Let me know where you got them if this is not a mistake.

Clay


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