Cisco Systems, Inc. (CSCO) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.72

-0.7%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Doug who wrote (17825)	10/6/1998 2:49:00 PM
From: mrknowitall	Read Replies (2) of 77400

Doug - I see compounded domestic growth rates above 15% for both: a:LAN switches & NET Mgmt. systems and b:Edge WAN switches & Net Mgmt. Systems for at least the next three years as the rush to connect everything to an intranet or internet starts sucking up the bandwidth everyone is engineering for now and starting to offer businesses. People scoffed, but I was saying a few years ago that they would be able to get T1 rate services to their homes - that's pretty passe' now with the megabit stuff we're going to see. My theory is that applications expand to more than consume whatever bandwidth is soon-to-be available. In the "c:Carrier Switches & Large Mgmt. systems" realm, the rate of growth is going to be later, but very significant. I don't think the total will match the other two groups (huge unit costs but too few actual customers to catch up in total $). I still think the rate of growth will exceed 10% per year but it will start later and last longer. Part of that hinges upon the success of local phone companies, bypass "alternative" LEC's and cable companies to use existing wire (or to rewire the world) for higher speed access. As that happens, it now requires adjuncts to existing CO facilities with a future evolution to the next generation of systems based on mega-switches that handle everything as data. (Native IP switches.) The real hole in all of those market definitions is that "management" tag on the end of each category; "Network management" is like the seven blind men who come upon an elephant, and each of them has made a judgement about what they have found because each of them is touching a different part of the animal. Who knows what that bodes for the market. Oh, and don't forget Greenspan, various dog-wagging efforts and an election or two along the way! Just my thoughts. Mr. K.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next