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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 73.32-2.5%3:01 PM EST
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To: Eric who wrote (32087)2/9/2000 1:38:00 PM
From: telecomguy  Read Replies (1) of 77400
 
Tks Eric. I don't have any personal reason to be here other than to post contrarian view because after all what's the point of posting the same stuff that has been posted 1000 times on this thread?

The Internet is a powerful force that will redefine lot of things and one of the intersting aspect of Internet is that it is a true enabler of Revolution. And who gets hurt the most in revolution? The incumbents --- and this includes both NT AND CSCO.

Now, CSCO and NT are furiously trying to keep pace and stay ahead of the Internet revolutionary curve and the two companies are coming from different markets, perspective, corporate culture, client base, technology, etc.etc.

So it's not a GIVEN or a GURANTEE that one company has a clear leadership now and tomorrow --- in fact the new winner may not even be CSCO or NT!! That's how crazy the Internet phonemenon is. Today's upstart could be tomorrow's incumbent. Odds look good for both CSCO & NT (CSCO in the short-term and NT in the medium-term) and it remains to be seen who will dominate the networking market where the real battle will be fought.

(and there is also LU whom we can't count out despite Chambers assertion).

Some of the seeds that NT and CSCO are sowing now will have a great impact (possibly good or BAD) in the next few years and there is no certainty that the strategy or the execution will be there tomorrow just because of the past.

Food for thought.

(Can't argue however that at this moment, CSCO is doing great!)
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