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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.03

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Nov 14 9:30 AM EST

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To: The Phoenix who wrote (28414)	9/22/1999 11:31:00 PM
From: Uncle Frank	Read Replies (2) of 77399

>> The fact is that wireless users will increase usage of the net and the real winners will be the companies building infrastructure - not the companies selling the appliances on the end points. I agree with your analysis, Gary. The Gorilla of the wireless data sector is Qualcomm. Companies that sell wireless internet appliances will become part of qcom's value chain, and will not be able to make the level of margins that Cisco is accustomed to making. long qcom and csco, Frank

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