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Technology Stocks : Cisco

CSCO 74.45

+1.8%

9:30 AM EST

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To: kvkkc1 who wrote (314)	11/22/2000 4:39:16 PM
From: The Phoenix	Read Replies (2) of 405

kvkkc1, Yes.. it was Del'Oro.... funny how the hype machine works. Yes, indeed JNPR - according to Del'Oro - has rasied it's share of the core/edge router market to 29.6% and CSCO has lost share.. now 68.6% for the quarter. HOWEVER... according to Del'Oro!!! NOTES: a) The Dell'Oro Group publishes product and service revenues consistent with the reporting method of the respective vendor across all our reports. Cisco management reports service revenues separate from product revenues while Juniper management reports the combined revenues. Our revenue for Cisco does not include revenue from service and support that may be associated with product sales while Juniper's numbers include service and support revenues., So we're comparing apples and oranges a little. Still there is little doubt that JNPR has picked up some share. Also of note is that this market segment is growing - according to Del'Oro numbers 35% Q on Q!!! It was $680M last quarter - both CSCO and JNPR grew revenues close to $90M. It'll be interesting to see what happens going forward as I read somewhere that CSCO is set to bring 10G to market soon. Also, something else the press will likely fail to point out... in the "Legacy Voice and Data Routers" market - which includes 3000 series to 7000 series routers (where JNPR doesn't compete) CSCO grew share. This market is also growing, albeit at a slower pace - about 12%. CSCO's share last quarter was 92.% - up from 91% last quarter and 78.5% for the same quarter last year. Perhaps what should be noted is that CSCO grew revenues in this space $250M+ while conceding $90M to JNPR in the core segment. The net. CSCO is still kicking butt.... and remember... none of these figure apparently include CSCO service revenues. Pretty amazing. Again, it would appear that the JNPR story is a tale well told by the analysts that are looking to take some money from unsuspecting investors. JNPR - even at these levels is way overvalued. Still, I couldn't resist and flipped a few shares today for the pop. OG

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