Any opening between the 300 pound right tackle & the 400 pound center?
lantimes.com
here's an except:
"For the first time in three years, people are questioning Cisco," said Todd Dagres, general partner at Battery Ventures LP, a
venture-capital company in Wellesley, Mass. Dagres, formerly a securities investor and technical analyst in the networking industry, said financial analysts are now seeing "chinks in Cisco's armor." Other companies and products--such as Ascend Communications Inc. with its NetStar gigabit-router acquisition, Cascade Communications Corp. with its WAN switches, and a range of LAN switching companies--are making inroads in areas where Cisco has traditionally been strongest. "Cisco is still this large, dominant creature, but there are now some little creatures beginning to eat away at it," said Dagres.
Too Big to Topple
Users and analysts citing these technical and organizational issues are quick to point out that the company is far from impending disaster. Although size, market dominance, and financial strength keep it secure, that cushion doesn't mean Cisco can afford to continue on this course.
But Cisco's perceived arrogance has become hard to ignore. John Chambers, the company's CEO, has insisted that Cisco will avoid the falls from grace that IBM and Digital Equipment Corp. suffered and it will strive to avoid the public-perception problem that plagues Microsoft--a company many love to hate.
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Waiting for an uptrend before committing any more money to ANY technology stock. If Cisco misses or even just makes this quarters numbers IMO it will continue to drag the techs down (I don't even wan't to think about Intel missing)
Think oil, it made Uncle Jed a millionaire. |
