Networking Giants and the Stock Market

The sentiments of the investing public are a bit hard to fathom. Both Cisco and Juniper produced good quarterly results. But, Cisco has taken a nearly 20% beating from its high of $29.39 of Jan. 20 to today's $23.68 and Juniper has fallen to today's close of $25.95 from a high $31.25 on Jan. 20, a loss of 17%. I guess good results brings out the sellers.

Service Provider Network Evolution.

The transformation of Telecom Italia through what appears to be a central role of Metamuse's NetCool is incredible. You will find some details of this work at http://www.tmforum.org/browse.asp?catID=1118&sNode=1118&Exp=Y&linkID=28584.