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

To: Ed Forrest who wrote (40885)	10/15/2000 11:16:21 PM
From: Tom D	Read Replies (3) \| Respond to of 77397

Yes, CSCO has been a long-term hold. Its not the 4.6% loss in market share from Q2 that is worrisome. It is the possible additional loss of 5 to 8 percentage points that concerns me. The issue is....did JNPRs blowout quarter come at CSCOs expense? I am not aware of any other information regarding market share predictions. I was hoping that perhaps somebody on the thread has some new information about telecom spending on high speed routers. CSCO has exceeded expectations. JNPR has also. My concern is that one of these companies is probably overvalued. When one projects into the future, does each company deserve its current valuation? If there was going to be an additional 5 to 8 point shift in market share this quarter, I'd be inclined to sell half my CSCO. I am not sure if the street does not believe Alexander Henderson or if they do not know what he wrote. It is true that he hedged with his verbage. Tom D