posted 06-01-2000 06:17 PM         

---

"Of all the stocks that showed signs of life this week, the next generation networking stocks - such as Redback Networks(RBAK), Juniper Networks(JNPR), and Sycamore Networks(SYMR) seemed to be among the strongest."

See article at: http://www.redherring.com/investor/2000/0601/inv-pc060100.html

posted 05-29-2000 04:16 PM         

---

"Has Cisco Lost Its Edge?"

See article at: http://www.money.com/money/depts/investing/virtual/archive/000515.html

posted 05-27-2000 03:23 AM         

---

"Redback Using a Cisco-Like Strategy"

See article at: http://www.forbes.com/tool/html/00/May/0526/feat2.htm

posted 05-22-2000 04:00 PM         

---

Here's what they heard as five portfolio managers and stock pundits gave their top five tech-stock picks for 2000. (source: CNNfn) http://cnnfn.com/2000/05/17/investing/q_topfive/

What burst bubble? Richard Brandt sees an upside to the tech sector. (source: Upside) http://upside.com/Richard_Brandt/3920a2630.html

Some tech investors refuse to give up (source: USA Today) http://www.usatoday.com/usatonline/20000519/2279585s.htm

posted 05-18-2000 02:14 AM         

---

"A New Way to Fight Cancer"

See article at: http://www.fortune.com/fortune/2000/05/29/ang.html

posted 05-16-2000 06:54 AM         

---

"For the long term investor, the current tech correction is one of the greatest buying opportunities you are going to get. This is a perfect entry point!"

"Historically, corrections in the technology sector were buying opportunities. It's no different this time around. Long term investors that are patient will be well rewarded."

See article at: http://www.siliconinvestor.com/insight/ifc/

posted 05-15-2000 10:37 AM         

---

quote:

---

Originally posted by JHirsch:
How does a company go from nipping at Cisco's heels to sweeping past it?
The company is quite entrenched and has the buying power to continue buying up the smaller companies.

---

I agree. For several years it has been fashionable for the media to hype the next Microsoft-killer (ex. Linux). Now the same thing is happening to Cisco. Juniper et al are very strong companies, Cisco is so entrenched that none of them will dethrone the king, nor will any of them even come close. The question is how much market share they can grab.

posted 05-09-2000 12:47 AM         

---

"And more than ever, Cisco is beset from all sides by young companies potentially capable of sweeping past it. Juniper Networks(JNPR), Sycamore Networks(SCMR), Redback Networks(RBAK)-all are starting to nip at pieces of Cisco's franchise.

See article at: http://smartmoney.com/smt/columns/tech/index.cfm?story=20000508

posted 05-08-2000 10:14 PM         

---

"Two Sturdy Companies are Strong Candidates to be the Next Cisco"

See article at: http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13633773

posted 05-02-2000 01:49 AM         

---

"The Fiber Optic Stocks We Like Best"

See article at: http://www.individualinvestor.com/tbd/article.asp?ID=21591

posted 04-22-2000 08:48 PM         

---

"Sycamore Networks: Wired for Speed"

See article at: http://moneycentral.msn.com/articles/invest/company/5382.asp?special=msn

posted 04-18-2000 03:51 PM         

---

"Photonics Over Fiber is the Future of Networking Technology. And Sycamore Networks(SCMR) Has Become the Company to Beat."

See article at: http://www.business2.com/articles/2000/04/content/break_1.html

All times are EST (US)