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

To: Uncle Frank who wrote (8412)	10/18/2000 12:30:13 AM
From: Boplicity	Read Replies (3) \| Respond to of 65232

Fact. JNPR is selling the routers to someone, and is growing faster then the router market is. exhibit A <<In the second quarter, Juniper took 5 points worth of Cisco's share, according to market researcher Dell'Oro Group. At the end of June, Juniper had increased its share of the core router market to 22.4%, up from 17.3% in the first quarter. Those gains came directly at the expense of Cisco, whose share dropped to 75.4% from 80.2%.>> Fact. CSCO had the space to itself. Fact. CSCO is not winning all the contracts like it once ones. Fact. CSCO can't kill off JNPR, or they would be the next MSFT! Who is losing market share? Fact. CSCO! I have more then a double in JNPR while my CSCO shares have done nothing this year. You can wrap yourself in G game and say it's best to take the long view with dead stocks like MSFT, CSCO, INTC while you are making trades on the side, but in the end you will come to believe what I was saying months ago. So far I have been spot on. UF your G games has worked fine up to this point, but your not seeing the changes in the market place. Your little G's and kings are going to end up taking over for the leadership in the market, while the big ones can't continue to get bigger and bigger without the government putting and end to their growth or their very bulk and complexity puts and end to it. If you want to see an example take one hard look at IBM's history and where it is at now. You see, it's the high-tech G that will always have a hard time continuing on because of the garage factor. I have seen one and only one large company GE that has pulled it off. Why? They are addressing a wide and diverse market segments, where as the high-tech G's have boxed themselves in by the very nature of the market they reside in. Just because a high-tech company has reached nirvana and has been labeled a G, does not make it a winning investment. Warning, If investors want to sit on dead money for two years they are entitled to what they get. Until MSFT, CSCO, or INTC make new 52 week highs, they are dead dead dead. Pull up the long term charts on each of those, you will never see this kind of action 10 years back I think MSFT and INTC are going to wipe out two years worth of gains then flatline. I'm beginning to believe CSCO will join MSFT and INTC in dead land. listen to mntlady, she has it right. Greg