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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 77.15+4.3%10:35 AM EST

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To: The Phoenix who wrote (29518)11/22/1999 7:50:00 PM
From: voop  Read Replies (3) of 77398
 
He I am just the messenger. I have held CSCO since 1994 and it is my second largest holding. I will believe until JC says I shouldn't <g>

Gilder contends that bandwidth via photonics doubles 4 times faster than Moore's law electronic processors, thereby shifting the action to optical networks. He thinks Cerent SONET is great but will be outdone by Ciena's product which will shift toward the optical layer because of engineering I can not begin to understand.

This type of development is worth keeping our eye on, wouldn't you say.

Voop
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