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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.16

+0.2%

Dec 26 9:30 AM EST

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To: Mighty Mizzou who wrote (26500)	6/21/1999 2:20:00 PM
From: JRH	Read Replies (2) of 77400

CSCO could be playing a catch up game....That is incomprehensible for management!!! Similar to the argument bears were using back when gigabit ethernet was out. Cisco was "behind". The problem was, the market just wasn't there yet for gigabit ethernet. Total sales were less than $100 million. CSCO came out with their gigabit, and now who has a commanding lead of the market? Oh yea, Cisco.... Same old game MM. Competitors come out with a technology. Bears point this out. Cisco brings out theirs, eats the competitions lunch. I don't know if this will happen again in this case (since I don't have a crystal ball), but I'm betting with my CSCO shares that it does..... JMO, Justin

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