SI
SI
discoversearch

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: Peppe who wrote (47070)1/17/2001 6:31:36 PM
From: Jorj X Mckie  Read Replies (1) | Respond to of 77400
 
There is a competition between JNPR and CSCO that goes beyond selling products to customers. It is about perception of leadership. JNPR launched a missle across the bow of CSCO yesterday. And I am not talking about the numbers, I am talking about the comments. CSCO's forward guidance is predictable from here. And I don't doubt the verity of it either.

The perception competition won't be won this quarter. For now, I believe that they will both benefit. This game still has a few more innings.