Cisco Message Board - Msg: 14259342

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Technology Stocks : Cisco

CSCO 71.08

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Nov 7 3:59 PM EST

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To: ms.smartest.person who wrote (169)	8/23/2000 5:55:04 AM
From: JRH	Read Replies (1) of 405

I look to Cisco to make a big push into the optical networking area, possibly into or towards JDSU's market (JMHO). I am not sure that is going to happen. Cisco is very set in stone in not getting into businesses that are not their core competency (i.e. horizontal markets). They prefer to dominate their vertical markets. I think that JDSU's status as a component supplier for optics would not fit well in this strategy... Regarding the core router market, the market share erosion is definetely worrisome, but in a few years, from what I've heard, the core will be optical and routers will only be needed on the edge. Maybe this is what Cisco is focusing on? BWDIK! I'm glad there is finally some discussion going on over here :) !! Justin

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