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

To: Lizzie Tudor who wrote (48833)	2/11/2001 5:07:11 PM
From: t2	Read Replies (1) \| Respond to of 77400

What I am unsure of is whether being a jnpr bull means you have to be a cisco bear. It seems like some people think the answer is yes. Not anymore. Now if you are a Cisco bear, you are a JNPR bear. The investment climate has changed in a big way. I remember in years past when one could be a DELL bull and a Compaq bear....that is how traded..waiting for Compaq to warn to load up on Dell. Now a slowdown means it is bad for everyone. Even if JNPR is unscathed, the excess inventory at Cisco makes for a tougher competitive environment for JNPR and therefore one has to question whether the very high PE is justified--the short to intermediate term "E" is put into doubt. If a JNPR type was to warn, it would cut the stock in half and investors may just not want to take the gamble given the Cisco situation. The worries could be unfounded on JNPR but the question becomes, is it worth the risk? If it gets a little lower, i am willing to take my chances on JNPR...again. It is easier for growth in smaller companies than large caps like CISCO.