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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.04-1.3%Jan 2 9:30 AM EST
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To: telecomguy who wrote (39552)8/15/2000 8:45:28 PM
From: The Phoenix   of 77400
 
Telecomguy,

I grow weary of your characterizations regarding Cisco and NT. First off, NT is far more overvalued than Cisco on a pure forward PE basis. Second NT is dominating one and only one sector - long haul OC192 optics. They are mice nuts or also ran status everywhere else. In the meantime Cisco continues to hold large (no 1 or no 2) market share in a variety of markets including enterprise routers, backbone routers, L2/L3switches, L3+ switching, cable head end, IP telephony, frame relay, ATM, ... the list goes on. In the meantime the battle is on NT's turf... in the only market where they are dominant. They continue to penetate - in a major way the DSL head end market - they continue to innovate and create the applications that drive the web. In the meantime NT is successful in OC192 optics. Important - true but it does not justify the multiple. Yes, NT is strong in wireless as well.... but no near dominant status.

Your characterizations are not supported by the facts my friend. NT is benefitting from the mad rush to optics... nothing more. Once capacity comes on line NT will have far mose risk than Cisco - a company that is far better balanced relative to market positions than NT. Wake up and smell the coffee.

OG
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