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To: Frank A. Coluccio who wrote (6441)2/17/1999 1:29:00 PM
From: John F. Dowd  Respond to of 12623
 
Dear Frank:

There really is nothing to fear about a merger between the 2. They will need to consolidate to compete with the likes of CSCO and LU. It is inevitable. Next time they will have to be more clever in how they structure the deal. They are both great companies.
XYLN is another company saddled with the same problem - that of lacking the one stop size offered by Alcatel,Northern,CSCO,LU etc.

Consolidation will happen.

JFD