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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 78.03+0.8%Nov 14 3:59 PM EST
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To: Uncle Frank who wrote (38507)7/26/2000 9:42:05 AM
From: telecomguy  Read Replies (2) of 77399
 
UF, we all should be........in the conference call Roth made two statements that is quite critical;

1) they can't rest on their laurel -- the game has just begun & it's the first or second innning

2) NT is continuing to LOWER it's price in the face of 0 competition to preven ANY chance of upstarts like Ciena, CSCO, & laggards like LU from getting into the market.

The second point to me is huge because it signifies NT is not taking advantage of it's near-monopoly situation by gouging it's customers (and the Carriers have LONG memory when it comes to networking vendor relationship). Quite the opposite, NT is lowering it's optics product pricing to increase their market share. That is strategically & tactically a very astutute move that will ensure their dominance in the optics space for long time to come.
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