Wind River going up, up, up! Message Board

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Technology Stocks : Wind River going up, up, up!

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To: Starlight who wrote (6243)	9/4/1999 2:35:00 PM
From: James Connolly	Read Replies (1) of 10309

The telecom equipment chessboard. Message 11131240 Good article about Cisco and Cerent. "4.Get one up on both Lucent and Nortel by making obsolete what is probably a huge portion of their reported profit stream. Now I ask you: Is that worth $6.9 billion? Sure is. The telecom equipment business will soon be a trillion-dollar -- yes, a trillion-dollar -- business. And if they can weaken Lucent and Nortel in the process, and keep Cerent out of their hands, Cisco protects their own $220 billion market cap, simply by threatening someone else's" Regards JC.

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