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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (4222)	9/28/2000 12:02:07 PM
From: Gabriel008	Read Replies (1) \| Respond to of 65232

Greg, sorry to intrude but NT fell on their face trying to master the router space. That's why they did the deal with Juniper Networks. Regards, Gabriel

To: Boplicity who wrote (4222)	9/28/2000 12:10:42 PM
From: Venkie	Read Replies (1) \| Respond to of 65232

I am trading vign.....will sell at 31/32. Will sell extr at 122/124 will sell ntap at 135 will buy more jdsu if it falls below 95..90..88..

To: Boplicity who wrote (4222)	9/28/2000 12:25:15 PM
From: mtnlady	Read Replies (1) \| Respond to of 65232

I think CSCO will continue to dominate with others (JNPR, FDRY etc..) eating up their high end market share. NT's attack on the router front will be on the low end. NT has partnered with close to 100 other companies, including MSFT, Intel and others, to incorporate NT's routing software into their product offerings. Basically NT sees the low/mid range router market as a software product, not a hardware. Christmas time NT slashed their hardware routers drastically to eat away at CSCO market share - and more importantly - lower CSCO's profit margins. CSCO was using their profits to buy up companies at insane prices trying to break into NT's fiber optic sector. NT fired back by attacking CSCO on their home front. End game.. routers belong to CSCO with FDRY, JNPR and others making major inroads in the high end market. I think NT is on the right front with making the low / mid range router market a software offering that comes bundled with windows, intel chips, and other products. The end result of all of this is Cisco is in for a time of it over the next several years. And without any serious market penetration into the fiber optic realm. What is the next big thing that will keep Cisco a float with their bread and butter router market starts to go to the dogs? That's why I won't invest in Cisco or LU. NT .. on the other hand.. is a big time buy in my opinion. Their market space will be (is) fiber optics, total end-to-end systems, system implementation/integration and wireless (very big player in this arena). They will maybe make major inroads into the low/mid end router market with their software offering. And don't forget.. NT, through Clarify (how I got involved with NT in the first place), has the number #2 CRM and e-CRM product out there. Oracle is a distant 3rd or 4th in the CRM space (Siebel #1, Clarify/NT #2, Vantive/Psft #3 and then Oracle followed by a pack of mid range vendors). Roth has stated that software is Nortel's next major target. i.e. Adding value to the network.