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Strategies & Market Trends : The New Economy and its Winners

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To: Dave Doriguzzi who wrote (17600)	7/27/2003 7:03:34 PM
From: Lizzie Tudor	Read Replies (2) of 57684

all I know is what friends tell me and the little I know about Cisco's business (only how much Oracle software they are buying). The pipelines are filling up and orders finally coming in... enterprise is strongest but the best vendor is foundry, not extr. Extr's CEO overtly said business was improving though while nobody else was willing to do that. Juniper has had some good news lately, taking back some share from Cisco and a reseller deal with Lucent to move some IP equipment into the rbocs, so that should be good. If I were going to buy an equipment vendor it would probably be either cisco, jnpr, fdry or extr and thats it. But we're getting to the point where these might be great investments, because there is much less competition in the space when broadband is taking hold. Carriers spent less in 02 than 01, but I'll bet this year is flat and 04 starts growing again. Of the 4 companies only extr is not profitable. There's an interview in light reading with Bobby Johnson of Foundry, worth a look- lightreading.com I really liked his perspective on this downturn.

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