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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (20068)	2/8/2000 9:37:00 AM
From: marlinman	Read Replies (2) of 57584

Rande, Thanks for all your help via these boards. Question, I have a very large stake in CSCO and it sounds as if LPTHA,of which I also have a significant stake, is in direct competition with CSCO. Are the routers you spoke of the same for both companies? I can't see CSCO allowing themselves to be driven out by LU or LPTHA or anyone else for that matter. I sold 1200 shares of LU on the bet that CSCO would dominate where the two compete. I know there are equal opinions to each company but my real interest would be CSCO vs. LPTHA. I thank you or anyone else for their input. Mark Brown.

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