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Re: NOKIA: Goldman Sachs
Upgrades NOK to BUY
Unfortunately I am not familiar with CSCO's optical gear, I was
under the impression that they did not play in that segment (pure
optical) in the same way as INFN or Ciena do, so this came as a
surprise. That said, CSCO's routers do have optical
interfaces but the boxes are far more expensive that simply buying
a pure optical box.
I would assume that CSCO offered a one stop shop solution which
included all the gear, security, management software and service
contract.
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