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Technology Stocks : Cisco
CSCO 71.07-1.4%3:59 PM EST
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To: ms.smartest.person who wrote (202)10/18/2000 2:32:58 PM
From: The Phoenix  Read Replies (1) of 405
 
Merry,

Cisco does not have time to develop in-house

I agree... and this is also the same reason why I think JNPR is ridiculously overvalued. The cost for JNPR to enter new markets is waaaaay too high at this point. CSCO benefited over the past 5 years of having less expensive targets as well as incubating new technologies through minority investments. JNPR can not hope to catch up and will continue to be an excellent competitor in a narrower set of markets. Translation - they are not the next CSCO and they are way overvauled.
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