Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 33.62

-4.2%

Nov 20 3:59 PM EST

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To: Paul Engel who wrote (88053)	9/10/1999 7:24:00 AM
From: Amy J	Read Replies (1) of 186894

Paul, You know, if Intel+Microsoft and Lucent squeezed Cisco out in 5 or 10 years, then I don't exactly see the long-term conflict you see (because Cisco would be out and it would leave LU on the high-end) ? But, I think I'm not getting something here about Cisco's long-term future prospects (as basic routing gets absorbed) because their PE is ~100+ while Intel and LU's PE are much lower. Or, is this a case of the analysts being behind (i.e. more focused on the quarterly performance than on the vision)? I am curious what you think. I don't get why Cisco is rated so highly when it's future could be possibly squeezed out? Or, do you think Cisco's IOS (which is solid/stable and standard) could be the aspect of the router/switch which maintains the competitive barrier from Intel or Lucent, assuming of course, Intel & LU continue to not use IOS? LU is a bit larger than Intel in revenue, but not in annual profits, and is many times larger than Cisco. It rather seems like LU could be very well-positioned and very powerful in both networking and telco markets. Amy J

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