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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.04

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3:59 PM EST

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To: Paul V. who wrote (57754)	2/20/2002 4:20:43 PM
From: Eric	Read Replies (2) of 77400

Paul I don't think any of those can knock off Cisco now. Before LU acquired Ascend I thought that they might do it but they just couldn't move fast enough. NT had it's chance and they were migrating to the new medium but they stumbled big time so now Cisco doesn't have a single big competitor with deep enough pockets to compete. LU really had a brain trust but they couldn't shift enough gears fast enough to exploit those patents. Ciena and JNPR are not wide enough to compete across the boards. JNPR is too concentrated to be a threat. In fact JNPR is going to have trouble surviving if they don't spread out their product mix. Cisco commands this space. I'm just wondering how much time will transpire before the "old" communications infrastructure adopts IP system wide. It's only a matter of time. JMHO Eric

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