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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 75.46-3.7%Nov 20 3:59 PM EST

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To: Lizzie Tudor who wrote (61820)10/11/2002 1:15:34 AM
From: Jorj X Mckie  Read Replies (2) of 77400
 
Does anyone out there disagree that the carrier market is the most important growth area for cisco (that they don't currently dominate)? (serious question- I don't know how large VoIP is, for example).


Agreed, though it will likely happen much slower than most think, eventually I would expect packet based products to replace all of the circuit switch based products in the SP market. That means that a lot of Class 4 and Class 5 switches will be need to be replaced. Not to mention PBXs in the enterprise world.

Buy Juniper
It will never happen. There would be serious culture clash. To give you an idea, it is *very* difficult for Cisco employees to be hired at Juniper.
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