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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.42

+4.6%

Nov 13 3:59 PM EST

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To: telecomguy who wrote (33058)	3/27/2000 2:57:00 PM
From: telecomguy	Read Replies (2) of 77398

Despite some CSCO followers assertion that the Open IE intiative was all smoke & mirrors move by NT, it appears that NT's announcement last fall was a serious one (witness their partnerships with Intel and Motorola among many others who are heavily investing in network chips to build the foundation for open routing platforms). If anyone has been following Intel's recent corporate investments and strategies, it is VERY clear that they believe that the networking market is where their growth will be found - not the desktop. Once Intel puts their huge cash warchest and engineering talent with Nortel's software/networking capability, even a juggernaut like CSCO can be made obsolete. It will certainly be an Interesting Times that we will experience.

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