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

To: Zoltan! who wrote (52257)	5/2/2001 5:23:55 PM
From: Alidotr	Respond to of 77400

That is a big one. They are displacing Juniper: Displacing brings to mind that GX is pulling out the JNPR boxes. Considering that GX just announced that they are going with JNPR for the MPLS/VPN solution, maybe we can assume that both JNPR and CSCO equipment will co-exist in GX's network, rather than CSCO displacing JNPR. globalcrossing.com

To: Zoltan! who wrote (52257)	5/2/2001 9:10:47 PM
From: zbyslaw owczarczyk	Respond to of 77400

Zoltan The deal, worth more than $100 million in press release there is no word about value. We saw many potential deal worth 2 billion, most of which evaporated. Take complementary to Pronto(DSL,IP+ATM, 6 billion2 on Pac Bell and Southwestern Bell area) deal with Ameritech. Major portion of this deal went to Alcatel, and CSCO not only did not deliver gearts on time, it exited at least part of DSL market. IP+ATM switch/router Ameritech business went to ALA too. So, wait and see what will happen to GC. JNPR is taking business from CSCO every day ZO