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

To: Stock Farmer who wrote (49584)	3/5/2001 2:33:03 PM
From: RetiredNow	Read Replies (2) \| Respond to of 77399

LOL. Hey, what's good for the goose is good for the gander. The shorts have been decrying the imminent downfall of Cisco due to Juniper's nibbles, so I'll go ahead and declare the downfall of every optical networking company due to Cisco's market share gains long haul SONET. Isn't that fair? I think you made a very astute observation with the comparison to Juniper's share gains. The bottom line is that both are insignificant. Cisco is a very large company that is plainly kicking but in almost every product category. Companies like this don't disappear over night. Then couple that with their proven ability to turn little insignificant nibbles like the SONET market share gains into large great white shark bites and we have the makings of a very good run in the next 2-3 years. The bottom is in. This stock isn't going much if any lower. It may trade sideways for awhile, but when the economy gets its legs back, Cisco will lead the pack. Just my opinion of course.

To: Stock Farmer who wrote (49584)	3/5/2001 3:17:10 PM
From: Tulvio Durand	Respond to of 77399

CSCO 11% of slice of 2000 total long NA haul SONET market 5 B$ = 550 M$. Which is about 30% less than insignificant. Even if it grows to 7M in 2003 CSCO's current share is barely even insignificant. The bold portion of this passage doesn't make sense. Are there typos? What does it mean? Tulvio

To: Stock Farmer who wrote (49584)	3/5/2001 3:17:15 PM
From: Tulvio Durand	Read Replies (2) \| Respond to of 77399

CSCO 11% of slice of 2000 total long NA haul SONET market 5 B$ = 550 M$. Which is about 30% less than insignificant. Even if it grows to 7M in 2003 CSCO's current share is barely even insignificant. The bold portion of this passage doesn't make sense. Are these typos? What does it mean? Tulvio

To: Stock Farmer who wrote (49584)	3/5/2001 3:17:15 PM
From: Tulvio Durand	Respond to of 77399

CSCO 11% of slice of 2000 total long NA haul SONET market 5 B$ = 550 M$. Which is about 30% less than insignificant. Even if it grows to 7M in 2003 CSCO's current share is barely even insignificant. The bold portion of this passage doesn't make sense. Are these typos? What does it mean? Tulvio

To: Stock Farmer who wrote (49584)	3/6/2001 12:38:38 AM
From: MHA	Read Replies (1) \| Respond to of 77399

John, The way JNPR market share was calculated has several flaws. The major one being that they compared GSR12000 installation against the entire JNPR M-series. They did not include Cisco's 7500's or 7200's which are still being used in lot of places in the internet. Also, Cisco just announced the 124xx series, looking at the architecture of M-160 vs the 124xxx, I see lot of issues in JNPR router, namely: scalability, lack off OIR and being NOT able to do line rate with a fully loaded M-160 box. Also out of sequence packet within the router makes it impossible to carry voice or video traffic. In summary, I doubt JNPR can stay much longer if they continue to sell this architecture... ps: heard lot of engineers are leaving JNPR to other startups. -MHA