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

To: Mr.Fun who wrote (20953)	1/19/1999 4:57:00 PM
From: JRI	Read Replies (2) \| Respond to of 77397

I, too, have enjoyed your debate with Gary, and hope for more.. I'm sure this was discussed here months ago....my understanding is that Cisco was the aggressor in talks with Lucent about a possible merger early last year...the mere fact that Cisco was seriously entertaining such conversations forces me to conclude that Chambers sees Lucent as a serious rival...and even a threat... Why else would Chambers talk to Lucent? Any thoughts?

To: Mr.Fun who wrote (20953)	1/20/1999 12:14:00 AM
From: MMW	Read Replies (1) \| Respond to of 77397

"Frank, on your original question - the big ISPs I have talked to are all trialling the Juniper box,the Lucent box and a variety of other alternatives. ISPs desparately need something faster than the GSR12000, and if somebody else can provide it, they will buy it. Most would also welcome a credible second source and all would like lower prices. I don't think Cisco would lose more than 5-10% market share, but lower prices could hurt alot." Mr. Fun, I would agree that you have a good insight to what happening in the market place. In the three companies, LU/ASND, NT, and Juniper in your previous post for providing high end router for IP core, I would think Juniper' M40 is mostly probable to provide viable second source as an alternative to CSCO GSR12000. Since LU and NT are Juniper investors, they may have distribution right for M40. As far as price goes, the CSCO price is holding up pretty well and the same as M40. None of lower price has happened yet. My guess is the price erosion may not happen until third guy shows up. So far there is no third guy yet. Until that happens, I would worry about my CSCO holdings. What would you think? Cheers! Mike