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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 78.88+1.2%Dec 8 3:59 PM EST

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To: bambs who wrote (40896)10/16/2000 10:18:47 AM
From: The Phoenix   of 77400
 
Bambs,

If you go back to Jorjs comments the area in question is pretty well defined and a small portion of CSCO's market.

Secondly CSCO continues to expand into alternative high market markets - such as optics. It's not a zero sum game - CSCO continues to innovate as well, they are not standing still. I think you overlook this. Remember CSCO has a pretty good team of engineers through acquisitons.
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