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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: im a survivor who wrote (9199)	9/28/2002 2:43:16 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 13815

Supposedly they are 2nd in the world to CSCO, always a fight with JNPR for 2nd and both make good cases for saying they are 2nd Extr sells into enterprise vs. Juniper and Ciena the carriers. Extr has been successful competing against cisco in the enterprise business which is (I believe) 80% of cisco's business even now. Cisco ignored the carrier class solutions for awhile and let jnpr and ciena run away with it, then the carriers fell apart with their debt. This means virtually no revenue for jnpr or ciena, but even worse gives cisco a chance to catch up in the carrier class product area. Cisco had a PR about their optical solution last week I saw, and Chambers has said he wants 50% of carrier marketshare (from current 30%) in a year. I don't know whats going to happen to the carrier class networking stocks... but look at sonus once a huge high flyer selling softswitches to carriers now 20 cents. I might go back into jnpr at 50% cash or so, around $4? Sad but true. Re:LTBH, I own some cisco in my full service brokerage acct, that one has become a ltbh for me. The strange thing is cisco took their lumps early on, collasing totally in 91- hovering around 15 at the beginning of the year and oscillating between 11-15 in the 2002 bear. Not too bad under the circumstances. It is amazing watching cisco completely kill any competition they once had in this recession, along with Dell and a very few others. I'll bet these turn out to be similar to the IBM experience in the 70s/80s - IBM once a nifty fifty crashed in the 70s bear but went back to his old highs and beyond in the 80s. Thats cisco, total dominance looks like Dell too, imo. L