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Technology Stocks : Cisco
CSCO 71.75-0.5%Nov 11 3:59 PM EST
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To: JRH who wrote (21)5/10/2000 1:56:00 PM
From: The Phoenix  Read Replies (1) of 405
 
I recall Chambers saying that he expects service provider sales to overtake enterprise sales in the next 18 months... or something like that. I could have the exact timeframe off a little but it was sooner than I would have expected.

ALso remember, COMS left the enterprise market. LU is in transition, and NT is giving the stuff away. So while the market may not be growing more than say the high teens CSCO is capturing more and more of it.

OG
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