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

To: DiB who wrote (47002)	1/16/2001 6:48:12 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

DiB, That's what I heard them say..... $1.6B. I don't see how they're going to do it on routers alone. It's almost as if they expect CSCO to let them continue to have free run at 10G. Scott seem to point out that carriers aren't going to put in "competitive" equipment in the core if there is no benefit over what JNPR has deployed. It seems to me however that CSCO - given it's adjunct products has a better story and an easier opportunity to edge their way in then Scott may be giving them credit for. I don't know - it just seems to me that JNPR may be getting a little too full of themselves on this one....... time will tell. ... I could be wrong. I do like that I was still long going into the close. I'll ride this one out and dump 'em.... OG