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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.75

-0.5%

Nov 11 3:59 PM EST

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To: kvkkc1 who wrote (40845)	10/15/2000 7:50:52 PM
From: Tom D	Read Replies (5) of 77397

Is CSCO losing significant market share to JNPR? I am considering selling some CSCO in light of Alexander Henderson's paragraph about market share from Thursday evening. It appears that CSCO rose in sympathy with JNPR on Friday, in the expectation that the stories about plans for decreased telecom spending are wrong again this year (just like prior years). Does anybody know anything very current about market share projections? Or about telecom spending? Also, if CSCO was going to warn about an earnings shortfall, would they have already done so, given an expected reporting date of November 17? Thanks, Tom D <<Alexander Henderson, analyst with Salomon Smith Barney, said Juniper's third-quarter results indicate that it could have picked up five to eight percentage points in market share from Cisco. In the second quarter, Juniper's share of the Internet core router market rose to 22.4% from 17.3% in the first quarter, while Cisco's fell to 75.4% from 80%, according to Dell'Oro Group, a network equipment research firm.>> quicken.excite.com

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