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To: Frank Sheridan who wrote (25573)5/12/1999 4:53:00 PM
From: Eric  Respond to of 77400
 
Frank

I agree on all your points.

I think Cisco likes to send out their chip designs to fabs to keep that end of the equation under control.

LU has a lot of good "pieces". The jury is still out on the execution front. Nontheless this area is just HUGE. They will both profit many times over!

Eric