SM_PG

Networking Stocks: Cisco and Juniper

Interesting analysis & I think you are right in your conclusion – Juniper should recover quicker & perform better over the long term.
Cisco’s already a market share leader with their share of business IT spend going only one way – DOWN.
Juniper’s brining in some very good products such as wan optimisation where they are leading in front of Cisco by miles.
Complacency is another Cisco’s issue - see what happened with Nortel. They go complacent years ago when they were strong, they service went down and you can see now, they are on the brink of bankruptcy.
I am not saying Cisco is going bust but in terms of share performance I think Juniper has much more upside.