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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 60.48-0.2%Mar 14 3:59 PM EDT
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To: RetiredNow who wrote (22918)2/20/1999 11:18:00 AM
From: jach  Read Replies (2) of 77394
 
Message 7819197

Very very slim chance of CSCO getting Juniper. All of the CSCO largest rivals are deeply into this company. Most of the engineers are from CSCO though and that's one of the key reason why interoperability is not a big issue.
In fact, in this GBit switch/router for the Internet arena, there are about a dozen companies all pretty much ready with their products. Look at the post, almost all of them are very well funded and their products are very good. Nexabit for example has products been tested in many large SPs. A simple logic is that when there are too many companies chasing after the same market the price drops. The fact is that even though a significant number of SPs may eventually go to CSCO, by having this many competitors willing to get in the door at any cost, the price margin will hurt. In other words, the SPs will use these companies as their bargaining weapon for price. This is typical, and with this many companies very eager to get into their first SP market, they're all willing to go with low prices. Also, these new companies use the latest technology and so their cost is lower compared to CSCO that needs to consider backward compatibility and installed base.
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