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


To: jach who wrote (17169)9/18/1998 1:16:00 PM
From: The Phoenix  Read Replies (1) | Respond to of 77397
 
Jach,

You seem to know more about the Juniper product than anyone else here. Can you share your reasoning as to why you say this product is so good, and why you think it will take market from the 12000. I haven't heard any evidence of the product's capabilities other than what Juniper claims.

Oh, I should also point out that if the M40 is indeed great, it will still take many many months for them to successfully penetrate the carriers to any signficant degree. IN the meantime Cisco will continue to sell 12000's.

OG



To: jach who wrote (17169)9/18/1998 2:14:00 PM
From: Glenn D. Rudolph  Respond to of 77397
 
jach,

Thank you.

Glenn



To: jach who wrote (17169)9/19/1998 6:53:00 PM
From: larry  Read Replies (1) | Respond to of 77397
 
Jach,

Thanks for your analysis. I have never invested in CSCO before (straight DELL & MSFT for most of the last several months). But if this issue goes down to 50, I will buy heavily.

Seriously, CSCO will dip to 50 only if the DOW goes down to 7000. Will it happen? Yeah, we have a chance.

good luck,
larry!