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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.130.0%2:43 PM EST

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To: telecomguy who wrote (29926)12/3/1999 1:02:00 AM
From: Eric  Read Replies (1) of 77400
 
telecomguy

Nice to see someone new on the thread.

I noticed from some of your other comments about LU and NT that they had better take the competition seriously.

LU and NT have a couple years at best to really get their act together.

The world is much different today than just AT&T, Bell Labs and Western Electric.

Cisco is breathing down their necks. While Cisco isn't in the switched circuit business the other ones are going to explode. Gonna be a great horse race, fortunately the communications markets of the world are exploding in demand for products.

I don't expect vertical companies to survive in this business.

regards,

Eric
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