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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: mtnlady who wrote (38041)1/16/2001 5:07:49 PM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
mtnlady,

[Cisco] never HAD any traction, in the other "evolving market"

Thanks for making such a strong case for me. :)

I believe your biggest concern is about Cisco's ability to maintain or gain traction in a market that has evolved. You had that concern when the economy was growing at increasing rates. If I understand your concerns properly, the slower growing economy isn't nearly so relevant as is the changing market (for products) and Cisco's strategies of dealing with the change.

--Mike Buckley



To: mtnlady who wrote (38041)1/16/2001 5:25:34 PM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
>> Based on JNPR's numbers I would say Cisco may be losing traction in "an evolving market"

It just shows how two people can interpret numbers differently.

I see jnpr's strong report as an excellent sign for the sector, and it increases my confidence that Cisco will charm Mr. Market on February 6.

uf

btw, didn't we have this conversation last quarter?


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