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

To: BWAC who wrote (64339)	8/5/2003 7:17:29 PM
From: Jerome	Read Replies (3) \| Respond to of 77397

>>> Nobody dropping in <<< SI is not what it used to be. A lot of good posters no longer drop in. There are lots of message boards in cyber space and the restrictive attitudes of SI have turned many off. JMO...Jerome

To: BWAC who wrote (64339)	8/5/2003 9:01:24 PM
From: Lizzie Tudor	Respond to of 77397

I'm happy with the 2-4% sequential growth projection. My belief is they are really recognizing revenue very conservatively here and have the 2-4% "in the bank" already. I like the b2b over one. Everything else is just ok. The upgrade and stock performance made it look like more was happening here. I guess Cisco goes down 2 pts tomorrow? Also from the investors business daily writeup of the call, actually JNPR gained share from Cisco in the carrier space with their Gibson core router, Chambers is lying a little with statistics on that point. Cisco also led the market in terms of shipments (see Table 2). However Juniper, continued to take market share away from Cisco. Juniper's strong showing in the edge segment boosted its unit shipments by 12 percent. biz.yahoo.com