Cisco Message Board - Msg: 14800970

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Technology Stocks : Cisco

CSCO 72.11

-0.3%

Nov 5 3:59 PM EST

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To: Paul Reuben who wrote (272)	11/13/2000 6:59:30 PM
From: The Phoenix	Read Replies (1) of 405

Aw... poor baby... Hey, did he ever consider that the high end router market is a lumpy market and that losing 2% share in one quarter doesn't constitute a requirement that CSCO mention it. Next quarter should JNPR mention it if CSCO recaptures share..... This is just indicative of how hyper sensitive the market is to even an inkling of not so good news... Doesn't make much difference though... Sagawa is an idiot. One can argue about CSCO's valuation all day long and get no where... but to suggest that CSCO is not executing or is losing the battle in the networking space... or even to imply it is simply ludicrous. 2% points in one quarter in one of 30 markets that CSCO plays in is insignficant. OG

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