Alcatel (ALA) and France Message Board

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Technology Stocks : Alcatel (ALA) and France

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To: zbyslaw owczarczyk who wrote (2599)	10/15/2000 3:10:24 PM
From: The Phoenix	Read Replies (1) of 3891

ZO, I guess I'll humor you... and respond to your nonsense. I will however keep the other topic separate. I will also go on to highlight that once again I am posting in RESPONSE to your post... that is this isn't an unsolicited post - as you are prone to do throughout SI - at the point of irriation. As you stated long time ago on I believe LU thread you are CSCO employee. Must have been a different Gary... that wasn't me... You have been intensively criticizing JNPR some time ago, to contradict fact that JNPR is eating CSCO lunch. CSCO's market share in the high end router market went from 80% down to 75%-77% last quarter after not showing any loss up to that point. The total market for high end routers is just of $2B. If we annualize the lost share and take worst case of 5% that would be lost revenues of $100M - not much on annual sales of $20B. I'm not certain I'd call this "eating one's lunch. This isn't intended to be a bullish comment on CSCO - just a reality check on the "eating CSCO's lunch" comment. JNPR is doing well and I have never critizied them as a company - I don't however believe they are worth $80B and I wouldn't characterize taking CSCO's share (on a quarterly basis) down three percentage points "as eating CSCO's lunch"... that is a contention point. I should be clear - I also wouldn't consider CSCO taking 3 points of ADSL market share from ALA as "eating ALA's lunch"... that's simply getting penetration. I should add, CSCO built their company on acquisitions - JNPR will not be able to do the same as cost of acquiring is much higher today then when CSCO was doing it. Get your facts straight. Why did you changed your name to The Phoenix? Because I wanted to... No particular reason. What is it with the consipricy theories around here? I've made no secret of my name change. BTW, it is your imagination that ALA is loosinng money on xDSL. Just looking at the data from Del'Oro my good friend. Take a look for yourself. ALA is attempting to hold on to thier market by giving the stuff away. How else would explain their prices are 25 cents on the dollar of the nearest competitor?

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