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

To: Zoltan! who wrote (59406)	5/9/2002 9:16:49 AM
From: Elroy	Read Replies (1) \| Respond to of 77400

Cisco grew sales over last year while sales at NT, LU and JNPR were down a combined 43%. This is one of the biggest misconceptions about CSCO. It's main competition is not NT and LU, and JNPR is a competitor in about 10-15% of CSCO's product line. CSCO only have about 22% of sales to service providers in the recent Q. The remainder went to corporations, givernment, universities, etc. CSCO's competition here is EXTR, FDRY, ETS, etc. LU had 100% of sales to service providers last Q. NT has about 30% of its business that goes to enterprises through its acquisition of Bay Networks in '97 (oops, what a mistake that was). That business stinks for NT, because CSCO is crushing it. And JNPR only compete with CSCO in high end routers. One product. CSCO is mainly an enterprise hardware company, not a telecom equipment company. Just FYI. Elroy