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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 80.66+3.0%3:59 PM EST
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To: Techplayer who wrote (29760)11/30/1999 5:16:00 PM
From: Bindusagar Reddy  Read Replies (1) of 77400
 
briand, a good post, revealing the real Cisco, a marketing machine with inferior products. Works with sheepish IT managers who buy to protect their jobs. But Telecom is a diff. story, need 7/24 reliability. Speeches by Chambers and news releases will not do it. They need real solutions for real problems. Wall street will see this by next year.

Even Nortel has problems supplying the equip. to ITC Delta resulting in revenue short fall for ITC Delta. Morgan Stanley thinks LU will benefit from that.

BR
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