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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: kvkkc1 who wrote (40845)	10/14/2000 7:13:50 PM
From: The Phoenix	Respond to of 77398

I think you overrate the demise of the pc's. Perhaps... but most folks said I was over rating the demise of cicuit switching when I posted that on the LU thread about 15 months ago. The only thing saving NT right now is their amazing optical business... they are manuvering very well through the transition. I suspect that overseas the PC will be of lest interest than wireless/mobile/handhelds. Don't misunderstand me - the PC isn't going away - it's just that growth rates are not going to support MSFT's tradtional growth and therefore the multiple will need to come down to earth. The PC sector I don't believe is a good investment these days.

To: kvkkc1 who wrote (40845)	10/15/2000 7:50:52 PM
From: Tom D	Read Replies (5) \| Respond to of 77398

Is CSCO losing significant market share to JNPR? I am considering selling some CSCO in light of Alexander Henderson's paragraph about market share from Thursday evening. It appears that CSCO rose in sympathy with JNPR on Friday, in the expectation that the stories about plans for decreased telecom spending are wrong again this year (just like prior years). Does anybody know anything very current about market share projections? Or about telecom spending? Also, if CSCO was going to warn about an earnings shortfall, would they have already done so, given an expected reporting date of November 17? Thanks, Tom D <<Alexander Henderson, analyst with Salomon Smith Barney, said Juniper's third-quarter results indicate that it could have picked up five to eight percentage points in market share from Cisco. In the second quarter, Juniper's share of the Internet core router market rose to 22.4% from 17.3% in the first quarter, while Cisco's fell to 75.4% from 80%, according to Dell'Oro Group, a network equipment research firm.>> quicken.excite.com