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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: aladin who wrote (6550)	8/14/2000 3:29:34 PM
From: telecomguy	Respond to of 14638

John, I do not hate CSCO. I don't even love NT. These are large corporations after all! I just state things as i see it and invest accordingly. And obviously I am very bullish on NT (have been for awhile BEFORE they became a market darling by the way). You say "Cisco is attempting to beat Lucent and others to #2". The key word is "attempting". The reality is that CSCO shouldn't even be discussed amongst the serious contenders right now. It will be a long time before LU gets bumped off the number 2 position if ever by CSCO. NT will re-enter Layer 3 without question sooner or later. Buy Juniper? Not likely. Any other questions? (By the way, I don't ever knock CSCO's prowess in the Enterprise market --- that's the reality. But i do knock simple projections and analysis which tend to believe that anything CSCO touches will turn into gold. Life is not like that I am afraid.....for the CSCO investors)