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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.94

+1.1%

Nov 28 9:30 AM EST

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To: Zoltan! who wrote (29835)	12/1/1999 8:53:00 PM
From: Techplayer	Read Replies (3) of 77400

Zoltan, an interesting excerpt from the article link posted by Ken, "while I agree that Cisco, is one of the biggest ,baddest companies out there (their sales people would sell their own mothers for a deal), I do not believe that CISCO will remain where it is. Firstly, their growth is slowing, where as Nortel's is growing. Cisco has almost 91% market share, Microsoft only has about 80% and it got into monopoly problems. Lastly, I think that the company to watch is Sun. Sun is working on networking everything and only one other company has a system in place to do that, Sony. I feel that unless Cisco team up with Sun in the near future to develop the plumbing to network everything, Cicso will slide down." this is particularly interesting given today's announcement between Sun and LU. I am sure that CSCO will have a relationship as well if it does not already. Brian

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