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To: Ibexx who wrote (132046)	4/10/2001 9:16:14 AM
From: Joseph Pareti	Respond to of 186894

no asshole yet shooting on semi's today? I'm kinda suprised as the "think-tank" behaves like the UNIX cron daemon spitting out the same BS at regular intervals.

To: Ibexx who wrote (132046)	4/10/2001 9:38:04 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

Hi Ibexx, I think Chambers is being honest, reflecting it's hard to get a handle on all markets in short order across $30B incredibly diverse market segments. I think he has vision for growth, but possibly not the experience to handle a slow down. Let's hope he learns fast and takes the pain quick than risk his cash position, that he could ill afford to lose. I'm quite serious about this concern. About Juniper, it's pretty easy for small companies to gain visibility. Easy to control costs. Easy to focus. Easy to move where the money is. Yes, recessions are much easier on smaller companies than large companies (although, there have been a fair share of irresponsible small companies going by the way side). The only question remaining with Juniper is, how hard will the core get hit? Juniper is tempting, but I think I'm going to have to wait because I'm not too keen on their valuation, and would like to hear more about core demand. I don't like what I've read so far. I'd have to do more research, but my sense is, Cisco has some markets it could dive into and do upgrades, but this would take a market program initiative and time. Meanwhile, my sense is the core sounds a bit weak and Juniper has no where to go, but the core. Although, the fact they are small is an incredible advantage in a recession. Large companies have a tremendous disadvantage because it's harder for them to grow an already large base, so they end up fighting the actual economy, yet they can't really do this, so they are more vulnerable to the overall economy. Large cos just can't respond as swiftly to changes. I personally think Cisco is taking a rather large risk by tackling this change too slowly. I think he should be more focused on preserving their cash. Regards, Amy J