Cisco Systems, Inc. (CSCO) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.11

+0.9%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: telecomguy who wrote (29926)	12/3/1999 10:49:00 AM
From: Bill	Read Replies (2) of 77400

Interesting viewpoint. CSCO's strategy holds that public network infrastructures are evolving away from circuit switching toward a fiber transport/packet switching model at a rapid pace. This, they surmise, will happen with or without the participation of old world RBOCs and PTTs in the short term. Public services competition is creating current markets for ATM and IP-based switching products which will sustain CSCO's growth short term. Longer term, RBOCs and PTTs will either move to the new world infrastructure or cease to compete with the growth oriented carriers. Serious investors cannot doubt that CSCO is well positioned to capitalize on these opportunities.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next