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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.53

+1.4%

2:05 PM EST

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To: RetiredNow who wrote (49583)	3/5/2001 12:26:27 PM
From: Stock Farmer	Read Replies (5) of 77398

Hi mm - shove this article up your _ss ??? them's fightin' words. Percentages are one thing. I'll give you 10,000% of my shares of CSCO in exchange for 10% of your shares in CSCO. Deal? By the same math that makes percentages wonderful, I'm giving you a 1000:1 advantage... Hmm. Setting aside meaningless percentages for the time being, let's look at absolutes. Compare JNPR's nibbling on CSCO's ham to CSCO's munching on the lettuce of others: JNPR slice of router market size 680 M$/Q = 29% of 2.7 B$/year = 783 M$. 2000 run rate. Bulls this thread call that "insignificant". CSCO 11% of slice of 2000 total long NA haul SONET market 5 B$ = 550 M$. Which is about 30% less than insignificant. Even if it grows to 7M in 2003 CSCO's current share is barely even insignificant. JNPR eating more of CSCO router market than CSCO eating SONET Optical (in absolute dollars). So, caution how exuberantly you tug on shorts, could give yourself a wedgie <VBG>. John.

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