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Re: Alex G post# 10870

Thursday, 12/04/2003 2:43:20 AM

Thursday, December 04, 2003 2:43:20 AM

Post# of 13554
Its tough to say they are commodities when for example scmr takes business from cien because their product is better for the purchaser. HOWEVER, I do think a lot of the components are commoditized. It shouldn't matter much if at all when this gets rolling. It'll matter a lot when growth slows.


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