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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 74.40-1.4%Jan 14 3:59 PM EST

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To: RetiredNow who wrote (58237)3/5/2002 8:12:04 PM
From: JeffT  Read Replies (1) of 77400
 
Cakebread?

Anyway, I think that anyone that goes up against Cisco in a market they already dominate, such as routers, will be at best in second place. But if the market turns around, there is money to made in second place.

Further, I think the marketplace will always want some alternative to Cisco, and will include JNPR as a vendor just to help keep CSCO pricing under some check. CSCO already has tremendous pricing power, and if JNPR folds then the vendors have no leverage.

I do not see all CSCO competition folding in the markets they dominate for the reason I stated. Vendors will support at least one competitor as long as it does not cost them too much in performance, service, reliability and scalability.

Jeff
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