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Strategies & Market Trends : Sharck Soup

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To: Wes Stevens who wrote (10280)2/27/2001 12:42:18 PM
From: GREENLAW4-7  Read Replies (2) of 37746
 
Wes I respectfully DISAGREE!! If you listened to what the anal-ist's have been saying about CSCO its that they are currently behind....in the next generation build out with the Tele-com's. The tele's have made it clear to CSCO they want next generation tech that will last!! They want the most cost efficient system. CORVIS's all optical swith and network needs no regeneration!! The regeneration is where JNPR and CSCO have made their bread and butter.

I believe shareholders and the Institutions who are currently SWOLLOWING CORVIS, would look at CSCO with CORVIS's technology as a WIN--WIN situation. Dr. Huber would become CO- CEO of the new CISCO and you would see that stock at 50-60 by the end of the year.

CSCO without an all optical switch is in trouble!!
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