Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: vampire who wrote (9269)	11/29/2001 3:15:10 PM
From: lh56	Read Replies (1) of 99280

hi mets, seems to be some confusion on reports csco is stealing some of jnpr's lunch from qwest. wouldn't be surprised if they were. don't know if anyone else has published this already. 10:14 ET CSCO/JNPR at Q (OPENX) : Cisco (CSCO 19.34 +0.46) and Juniper (JNPR 24.00 -0.17) are diverging this morning as there is trading floor talk that Cisco is again encroaching on JNPR's business at Qwest (Q); JNPR has had the upper hand at Q in the past, but service providers like to have two vendors, so talk that one or the other is making sales is a) almost certainly true, and b) unlikely to tell us much about whether the market share mix between the two is changing. -larry

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