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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.87

-0.1%

Jan 9 9:30 AM EST

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To: The Phoenix who wrote (31449)	1/25/2000 11:16:00 PM
From: telecomguy	Read Replies (4) of 77400

Sure, how & when Gary? NT closed today at $100 or thereabouts, CSCO closed $112. Over what timeframe do you care to bet? And how much? And how will I collect? Your comment: "LU can't cut it there, and now NT is losing market share. This is excellent news for CSCO!" is typically shallow of you Gary when discussing business issues. How do YOU know NT is losing market share? If you read my post properly, I was speculating that NT's enterprise business went down due to Y2K issues. NT conference call made no mention of Enterprise business being eroded due to CSCO. Let's see where CSCO's numbers will come in few weeks from now.........if there is any kind of hiccup in the CSCO's growth numbers, there will be a major pullback. In any case the future is in Networks, not in routers and you cisco guys keep harping on the past performance of CSCO which is MORE THAN amply reflected in the current valuation.

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