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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: Tulvio Durand who wrote (49590)	3/5/2001 3:33:04 PM
From: Stock Farmer	Read Replies (1) of 77398

Sorry Tulvio, yes a typo the "7M" should be a "7B", and a missing "is" preceeds the "5 B$". Sorry. But the rest of the twisted humor flows logically. 550 M$/year is 30% less than 780 M$/year, which is JNPR's share of router market. Which is insignificant by CSCO bull hypothesis. Thus explaining "it is about 30% less than insignificant". According to the press release, total long haul NA SONET market (the subject of the crowing) is projected to grow to 7B by 2003. An 11% share of 7 B is 770 M$ which is barely 780 M$ (which is, again, JNPR's insignificant amount). Thus explaining "Even if it grows to 7B (typo corrected) in 2003 CSCO's current share is barely even insignificant". In other words, CSCO is either (a) making much ado about nothing, or (b) telling people to worry about JNPR. I think a mix of the two is the correct conclusion. Cheers, John.

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