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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.07-1.1%3:59 PM EST
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To: The Phoenix who wrote (32584)2/28/2000 2:53:00 PM
From: Zoltan!  Read Replies (1) of 77400
 
Have you dumped COMS yet? From article on post-Palm COMS:

But money manager Erik Gustafson says he still isn't buying. "I don't like companies that have to compete with Cisco," he says. Gustafson's large Stein Roe Growth Stock fund is a major Cisco shareholder. "Cisco has mind share, Cisco has shelf space, Cisco has the best management team in technology period," Gustafson says. He continues, "You add all that together, and I'm not overly keen on 3Com's ability to compete." http://www.thestreet.com/_yahoo/tech/networking/891301.html
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