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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.11

-0.4%

3:59 PM EST

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To: Jacob S. Rosenberg who started this subject	7/26/2001 4:48:30 AM
From: marginnayan	Read Replies (4) of 77400

Hi, I would highly appreciate your feedback on this one, especially from mindmeld, GVTucker and Ed Forrest. Since IT spending has slowed down considerably and will remain so atleast in the worst case till the end of Q12002, it is most likely that Cisco will wage pricing war against competitors EXTR, FDRY, JNPR, CS. It will do so in order to retain it's market share or force small competitors into darwinian process. If Cisco does indeed follow this strategy, it will likeley hurt its margins and ultimately it's bottom line. Do you think this will happen and in that case do you see further downside risk to Cisco stock? A case in point is JNPR getting hurt since Cisco has been aggressive on pricing backbone core routers. Most recent example is Cisco winning the France Telecom deal where Juniper was also a competing vendor. I did read report from UBS Warburg analyst Nikos who mentions that Cisco did not engage in aggressive pricing to meet this quarter's revenue number. But based on my research and understanding of networking market, I do not agree with what UBS Warburg analyst is saying. Regards, marginnayan

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