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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.04

-0.3%

Nov 26 3:59 PM EST

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To: telecomguy who wrote (32826)	3/18/2000 8:06:00 PM
From: RetiredNow	Read Replies (2) of 77400

I hope you are right, because if you are we'll both make even more money since we both own Nortel. However, the point I don't think you get is that even if you are right, there is still plenty of room in this $250 billion market for Nortel and Cisco. So if Nortel wins, that doesn't mean Cisco loses. Cisco will only lose if they have execution missteps like Lucent, which is unlikely considering how customer focused Cisco is. Chambers doesn't spend 50% of his time with customers chatting idly away. He does it to understand their needs and get leads on new companies to buy. That is one of the many ways Cisco stays ahead.

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