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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 82.35+1.5%3:58 PM EST

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To: The Phoenix who wrote (27063)7/28/1999 8:41:00 PM
From: Mighty Mizzou  Read Replies (1) of 77400
 
And what about this?

#reply-5563906

I love this part:

The TGX looks like a pretty awesome product to me and although it isn't
available until later this year I do think that this is reason to maintain a healthy
paranoia about CSCO in the core. Cisco knows it needs to do better in the
core in order to grow revenues at their blistering pace.


See, you said it yourself. CSCO needs the core to maintain margins. IT THREW THE TGX AWAY OG!!! And now CSCO completely reverses direction and goes after the Taiwanese in the SOHO market.

You said it OG!!! CSCO screwed up big time trashing the TGX.

Time is running out before the 11th OG. The CSCO earnings run is noticeably slower this quarter. The rah rah camp is nervously quiet.

What are going to report OG? Are you gonna make it???

BTW: We are SSSSOOOOO paranoid over here in Murray Hill. Oooo....
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