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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.42

+4.6%

Nov 13 3:59 PM EST

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To: Tom D who wrote (41431)	10/25/2000 12:05:33 AM
From: Peppe	Read Replies (1) of 77398

Sorry to interupt the longs vs shorts debate... A couple of thoughts on NT: - reveune shortfall this quarter shows optical biz not as strong, (90% g vs 150% last qtr). Need to watch if a treand is developping. How much biz has NT lost to Cerent platform in the SONET world ? -NT last qtr said they'd do $12B in optical, now say only $10B is more accurate. $2B shortfall in 3 months ??? Despite the hype, NT has no mesh OXC (like SCMR), outdated SONET gear (losing biz to CSCO,RBAK) and is late in ULH (CORV). This could be a lot more serious for NT than previously anticipated. I'm on the sidelines on NT for now, and for the record, still long CSCO... peppe

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