SI
SI
discoversearch

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 73.87-0.1%Jan 9 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Techplayer who wrote (31447)1/25/2000 9:29:00 PM
From: telecomguy  Read Replies (2) of 77400
 
To me, the single most important information from the conference call by NT is their 100% increase in Internet Access products which increase the capacity.

Increasing bandwidth access in the IP world is going to be a HUGE business and it looks like Nortel is not only winning on the backbone side (fibre optics) but they are starting to make real inroads in the first/last mile!

Hope you Cisco followers took some of your capital gains into NT recently (otherwise all my posts were for nought!). NT will outperform Cisco --- GUARANTEED.

By the way, NT enterprise business was down 5% this quarter supposedly due to Y2K delays. If this explanation is actually true, CSCO's quarterly numbers may be substantially lower considering that almost 95% of their business is in enterprise space.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext