Minding the GapWhile a pickup in the connectivity business could deliver a sales boost at the growth-deprived networker, it almost surely means more bad news for its red-ink stained rivals. Investors in these beaten-down names, from Lucent ( LU) to Ciena ( CIEN), continue to cross their fingers -- against all apparent odds -- that Cisco will decide to buy them out of their misery.
|Ahead of the Pack |
Cisco's market cap drawfs that of North American rivals
|*Lucent, Nortel, Ciena, Tellabs, Juniper, 3Com, Foundry, Extreme, Redback, Riverstone|