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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (16113)2/13/2003 1:17:58 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
09:16 ET JNPR Juniper Networks gains share (8.56)
Hearing that most recent Dell'Oro report reveals that Juniper gained share in the router market to 30% from 24% in Q4, while CSCO dropped to 57% from 64%; JNPR has improved in recent quarters but has generally not been trending up in share since peaking in early 2001 just above 30%.



To: Bill Harmond who wrote (16113)2/13/2003 2:26:44 PM
From: fedhead  Read Replies (3) | Respond to of 57684
 
Data is looking at the past. The market is discounting the
future. I trust the market more than the data. Got to
admit EBAY, YHOO, CSCO etc are holding up well and trade
way above the October lows though the Dow and S&P are pretty
close to the October lows.

Anindo


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