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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 78.03+0.8%12:07 PM EST

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To: The Phoenix who wrote (31362)1/20/2000 8:05:00 PM
From: RetiredNow  Read Replies (1) of 77398
 
I know. Funny isn't it. Juniper has $45 million in sales and 15% market share. That means that the total market for Juniper's M40 is worth $300 million. Yet investors are awarding Juniper an $18.1 billion market cap - roughly 60 times the entire market's worth. What a joke.

However, having said that, if Cisco experiences competitors like Juniper in all or a majority of the markets it competes in, then all of the sudden it is no joke. It's hard to fight multi-front battles.

But I believe in Cisco, otherwise I wouldn't own the shares. These kinds of market pressures are nothing that Lucent and Nortel aren't feeling or going to feel. Cisco will come out ahead of them at least.
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