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Subject:  Re: Broadband Portfolio Date:  4/21/2000  11:03 AM
Author:  scrim1 Number:  2211 of 8788

Redback had NO competition until Q4 1999 - it will be interesting to see if it can maintain it, now that Nortel is shipping Shasta and Cisco is promising to ship things. Real has definitely had some fun with Microsoft in the past.

All companies have competition. You just buy the first mover or company with the leading/growing market share and hold it.
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