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 73.42

-2.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kenneth E. Phillipps who wrote (31369)	1/21/2000 9:13:00 PM
From: Eric	Read Replies (1) of 77400

Ken, It's getting harder to determine who Cisco's real competitors are going forward. Cisco does so many things now that the startups only represent a small threat across it's product mix. A lot of people thing the "biggest, fastest tera router" is where all the money is. I totally disagree! That market is not going to be very big. Cisco is concentrating on fanning out from optical fiber to feed metro markets and smaller. Cisco will succeed in large scale transport because it wants to be there! Cisco has very successfully wrapped up the business markets and is now going for the consumer markets in the future. All that advertising on TV signals their next big move in the next few years. I agree with you that Nortel has room to grow, in fact there is a lot of room for LU, NT, CSCO and others in this huge growing market. Eric

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next