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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.26

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3:59 PM EST

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To: Ibexx who wrote (58232)	3/4/2002 5:02:46 PM
From: RetiredNow	Read Replies (1) of 77400

Well if Cisco didn't take any customers from Juniper, yet Juniper's revenues continue to decline, whereas Cisco's have stabilized, then that can mean only one thing: Juniper is losing pricing power. That is the beginning of the end for a small company. They are on borrowed time. I remember Kriens saying they won't sell to their customer's customer. He's making a tactical error that will cost him in the long run. Juniper needs to sell to their grandmother, their dog, and anyone else who will buy if they want to survive. I still maintain that Juniper will either be acquired (my current guess is Nortel) or will shrink to nothingness within 2-3 years.

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