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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.80

-1.9%

Dec 12 9:30 AM EST

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To: telecomguy who wrote (30888)	1/3/2000 11:19:00 AM
From: RetiredNow	Read Replies (1) of 77400

Telecomguy, I'm interested in knowing why you think that LU or Nortel will be successful in taking market share from Cisco in the enterprise when countless others couldn't (Cabletron, 3Com, Bay, Cascade, Ascend, etc). What make LU or Nortel special? The only threat Cisco has in the enterprise is from startups, not from LU or NT. Clearly, LU and NT are on the defensive, not the offensive.

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