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.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: JRH who wrote (20530)3/17/2000 9:04:00 PM
From: gdichaz  Read Replies (1) of 54805
 
Justin: You deserve a straight answer - I, for one, don't know.

All I can suggest is that as Intel ran into situations where some of us decided to lighten up and then get out entirely, Cisco is at an inflection point, IMO.

Fiberoptics is that inflection point.

The situation with Cisco is that without any question its networking strengths are carrying it on, and well.

And Cisco is doing what it does well, inter alia, picking up brains to make its entry into mainstream fiberoptics systems successful.

But the brute fact is that Cisco is far behind Nortel in fiberoptics systems and probably behind Lucent as well.

Cisco has huge strengths and fine management. But does this make Cisco the leader or gorilla in fiberoptics systems? Perhaps, but perhaps not. And clearly, not yet.

It is with great pain that I write this, and expect considerable disagreement.

Suggest we can all learn from discussing Cisco's future in fiberoptics - which is the future in networking.

Best.

Cha2
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News