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To: Oeconomicus who wrote (8214)8/7/2001 5:57:56 PM
From: Mark Fowler  Respond to of 57684
 
Robert i'm interested in that stock also its on my watch list. i think they may need to get other customer accounts and the sector to turn up again. Overall no real surprises for Csco 3rd and 4 th qtrs are marking bottoms for alot of businesses semi's included.



To: Oeconomicus who wrote (8214)8/7/2001 6:02:00 PM
From: fedhead  Read Replies (2) | Respond to of 57684
 
Forget AVCI. I don't think they will survive in a priice war. Its a 2
horse race between JNPR and CSCO and CSCO is taking some market share back from JNPR. In networking I would only look
at CSCO, SONS. I like ONIS as well but I don't how they are
positioned to handle current global weakness.

Anindo