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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.12

-0.4%

Dec 22 3:59 PM EST

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To: t2 who wrote (54288)	8/5/2001 9:28:11 PM
From: Victor Lazlo	Read Replies (1) of 77400

<<My question----is there any evidence that they are winning deals and if so-what sector?>> my answer is 'yes' <<One would assume that they try to go after JNPR in the router business the same way Intel is now going after AMD.>> yes they are trying that. <<Winnning back market share and at the same time weakening the competition may be looked upon as a very good strategy at the present time.>> hope springs eternal. jnpr is still too far ahead of csco, IMO. <<I am trying to determine how to take some of those positive analyst comments that Cisco is ordering from the communication chip companies--as the Thomas Weisel analyst suggested. >> balance them against the bearish comments by other analysts.

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