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Technology Stocks : Cisco -- Ignore unavailable to you. Want to Upgrade?

To: ms.smartest.person who wrote (169)	8/23/2000 5:55:04 AM
From: JRH	Read Replies (1) \| Respond to of 405

I look to Cisco to make a big push into the optical networking area, possibly into or towards JDSU's market (JMHO). I am not sure that is going to happen. Cisco is very set in stone in not getting into businesses that are not their core competency (i.e. horizontal markets). They prefer to dominate their vertical markets. I think that JDSU's status as a component supplier for optics would not fit well in this strategy... Regarding the core router market, the market share erosion is definetely worrisome, but in a few years, from what I've heard, the core will be optical and routers will only be needed on the edge. Maybe this is what Cisco is focusing on? BWDIK! I'm glad there is finally some discussion going on over here :) !! Justin

To: ms.smartest.person who wrote (169)	8/23/2000 5:03:12 PM
From: DownSouth	Read Replies (1) \| Respond to of 405

I look to Cisco to make a big push into the optical networking area, possibly into or towards JDSU's market Let me try to change your opinion by describing the basic difference between what JDSU does and what CSCO does: JDSU builds optical components--not optical systems. Their end products are useless until built into an integrated systems. NT and other JDSU customers buy components from JDSU and others, integrate those components into a system, then sell to the end user. CSCO builds systems--not components. CSCO's end products are ready for use out of the box. CSCO buys components from suppliers and integrates those components into a system then sells to an end user. IMO, CSCO may become a major customer of JDSU, but not a competitor.