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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.04-0.3%Nov 26 3:59 PM EST

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To: Techplayer who wrote (30330)12/15/1999 4:22:00 PM
From: Mighty Mizzou  Read Replies (1) of 77400
 
CSCO likely leads in LAN switching and WAN routing.

Both commodities that any Pac rim sweatshop can make. INTC is getting REAL serious in this area. This is the one Crisco should be watching, NT and JNPR are WAY over Crisco's 12000 trash. Crisco has NOTHING to compete with the M40 and no optical WHATSOEVER to compete with NT. INTC's recent routing announcement coupled with NT's 50% discounts are what made the 10-Q suspicious.

Judging by the lack of recovery in CSCO stock, I would assume where there's smoke, there's fire.

Hubs and switches, OH BOY! Now THERE's some margins!!!
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