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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.87

-0.1%

Jan 9 9:30 AM EST

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To: Rich who wrote (26753)	7/2/1999 12:35:00 PM
From: Mighty Mizzou	Read Replies (3) of 77400

and somebody will be kicking the butt of the other 2....betting on Cisco. Why do you think the 2 incumbents, that are taking marketshare from CSCO as we speak, are doomed? The 2 incumbents already own the telephony market and CSCO is no threat there. The incumbents bought data switching companies that are superior to CSCO so now they are going to migrate their customers to their data switches, by far the most seamless approach. I dont understand where CSCO fits in. SOHO I guess. They can fight with Taiwan for the nickels and dimes.

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