Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Steve Warkentin who wrote (41279)	10/22/2000 8:38:43 PM
From: The Phoenix	Respond to of 77400

Steve, I agree that in the past CSCO losing market share in any market was unheard of. Of course in the high end routing market CSCO owned 80%+ percent so I suspect it was simply a matter of time until CSCO relinquinshed some of that share. Still I think your position that CSCO market share is now there to be taken may be a bit strong. JNPR's success is mostly due to the fact that they have 10G interfaces. CSCO is late here. Once this gap is close I suspect that it will be equally difficult for JNPR to gain share. Given that JNPR is targeting only one market one would hope they would execute. CSCO isn't doing poorly either - and given that their executing on about 30 different fronts I find them more amazing... especially given JNPR's ridiculous valuation.