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

To: teevee who wrote (42229)	11/4/2000 2:36:58 PM
From: Zoltan!	Read Replies (1) \| Respond to of 77399

>>Nortel's growth projections(based upon their order book) are intact at 40% over the next 12 months. This has been at the expense of Lucent AND Cisco. You are wrong. Cisco is outpacing old NT by 50%. Cisco is far better positioned than Nortel - I think you'll find that virtually every analyst agrees on that.

To: teevee who wrote (42229)	11/5/2000 7:38:25 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77399

teevee, As Lucent and Cisco customers upgrade and expand their systems, many are migrating to Nortel equipment. Really!? Got any information (facts to back that up?) Given Cisco's enterprise business and NT's lack of it (according to last quarters numbers NT is losing share in the enterprise)... and given that CSCO showed a larger percentage growth in optics last quarter it would seem that you may be mistaken. But of course I, like the rest on the thread, are open to any facts you might have. In what market is NT taking market share from Cisco??? OG