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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: Boplicity who wrote (8401)10/17/2000 9:36:00 PM
From: Uncle Frank  Read Replies (1) of 65232
 
>> JNPR has taken on the CSCO and is winning.

That's an unfounded assumption, at least until csco reports on 11/6. As well, the upper end router segment is still small and in early stages of buildout. Gorilla game dynamics suggest Cisco will muscle an unfair share before this market becomes mature. Fwiw, my money is on the primate.

uf
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