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: Jimbo who wrote (47076)	1/17/2001 8:16:58 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

:-) I think it's likely that there will be more than one winner in the networking space. It appears that NT is a winner as is CSCO... JNPR could certainly be a winner as well. It pays to spread your money around. Yes, your gains may not be as great as if you through all you money onto the one winning horse but you'll sleep better. I myself have bets on a variety of companies - some have sucked - like LU... some have done quite well. Assuming that CSCO has a huge problem on their hands because of JNPR is overstating their importance. Make no mistake - JNPR is having an impact on the portion of Cisco's business against which they compete but this is by no means a huge impact.... certainly compared to the overall enterprise business (a market in which JNPR doesn't compete). I think JNPR has done something that other competitors have been unable to do - gain market share on CSCO - and this is worthy of press and I think is getting a bit overbilled. I also believe (perhaps I'm wrong) that JNPR's so called "12 month lead" is OC192c an not much more.. and in fact to the point - without this advantage JNPR's ability to really succeed would have been far more muted. The question really will be when CSCO brings OC192c to market will JNPR be able to continue to gain share. I don't know the answer but it will be interesting to watch. I think their recently announced partnership with NT will be critical so that is something I would watch very closely. The need each other badly but execution in two separate companies is difficult. Heck, it's difficult enough when all the technology is under one roof... it'll be 3 times more difficult when under different roof's and on different coasts. OG