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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

-18.8%

Nov 7 11:47 AM EST

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To: Stockman_77079 who wrote (36687)	11/29/1999 10:58:00 PM
From: Mehrdad Arya	of 45548

Cisco dominated the core, mainly because they had no competition when they began introducing their routers. Today a slew of old (LU,NT etc) and new (JNPR,FDRY,SCMR etc) companies have heralded in a new era by dropping the gauntlet in Cisco's back yard. Just recently NT lowered the price of their routers by 50% and publicly announce that they would license their source code. The new companies are introducing faster and cheaper routers that apparently put Cisco's best into the dust. Juniper Networks is one such company. Cisco will find it extremely difficult to maintain its current growth model without facing formidable opponents, hence an era of competition will begin and lower margins start manifesting themselves. This is the natural evolution of free markets, where the competition prevails.

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