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Technology Stocks : TLAB info?
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To: Brien Koehler who wrote (5926)8/11/1999 7:24:00 AM
From: John Carragher  Read Replies (1) of 7342
 
Perhaps cisco's comments will be reflected in future tlab earnings.

Cisco said telecommunications companies represented the fastest-growing part of its business during the quarter.
Mr. Chambers said sales to telecommunications companies grew 80% in the quarter, compared with the same
period a year earlier. By contrast, Cisco's sales to large and small businesses grew by 33% and 34% respectively,
Mr. Chambers said. But direct comparisons are difficult, because Cisco does not provide detailed breakdowns of
its revenue streams.

"There are a couple of product categories that are just on fire," said Mr. Sagawa, citing Cisco's routers that funnel
telephone and computer traffic onto the Internet, and then direct this traffic around the Internet.
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