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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank
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To: SMALL FRY who wrote (58805)8/31/1999 8:10:00 PM
From: red_dog  Read Replies (2) of 120523
 
I thought this to be apropos to your CSCO purchase.

Harmon: The next Cisco {CSCO} is Cisco. If Redback Networks {RBAK} or Juniper Networks {JNPR} break through with a real marketshare presence, Cisco can acquire either one or both on a rounding error in CSCO market cap. To me, any firm in the router/switch space is basically R&D for Cisco, fodder for the whale sooner or later, unless Cisco somehow stops doing acquisitions, stops keeping its eyes open, stops being Cisco.
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