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Strategies & Market Trends : Drillbits & Bottlerockets -- Ignore unavailable to you. Want to Upgrade?


To: Jorj X Mckie who wrote (13930)6/5/2001 12:22:41 AM
From: Satr  Read Replies (1) | Respond to of 15481
 
But if the SP spending will be slow for the next 6 mths or more, the sentiment will go against the likes of CSCO, JNPR, NT etc. Enterprise will save CSCO, I think some of the others will suffer more in the slow down compared to CSCO. Do you see any truth to CSCO buying Alcatel ?