Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: telecomguy who wrote (7369)	10/23/2000 9:49:23 PM
From: The Phoenix	Read Replies (2) of 14638

Telecomguy, What happened to your argument suggesting that NT is the competition. Which is it? NT or JNPR. This is the issue. FWIW - you like many others over estimate the impact JNPR has had on CSCO. CSCO lost 2% share last quarter in a market that they had 80% share in... losing a little share is expected. More importantly the high end router market represents about 6% of CSCO revenues... All told the impact to revenue is .12%... miniscule. JNPR's success I believe rests on having OC192... how long do you think it'll be until CSCO solves this relatively minor issue? Telecomguy, I like aruging with you too... You always lose. Remember your argument about bandwidth.. you lost that one.. Looks like you're going to stick your foot in your mouth again.

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