Frank, I don't own either CSCO or NT, but as always, I'm interested. We keep hearing much about NT taking the lead from CSCO in the optical networking area, that it's the future, CSCO's behind the curve, NT's got half the internet traffic in Europe, growing wildly, and so on.
Now DS is telling us CSCO is going to top $1T later this year, early next, based of course on stock price, so that means, if he's right, on a near double.
So what's with this race? Is NT racing ahead temporarily in a niche (a big one) that CSCO will eventually take over
anyway, leaving NT in the dust stockwise?
Or are you going to tell me to buzz off and do my own DD?(ggg)
Chaz |
