Cisco Systems, Inc. (CSCO) Message Board

STOCKTALK

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.

Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.40

-1.4%

Jan 14 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: telecomguy who wrote (35442)	5/11/2000 12:26:00 PM
From: bgg	Read Replies (3) of 77400

You're right Telcomguy -- NT is an absolutely amazing company. It is doing very well in the optical space. I bought the stock about 8 months ago. Thrilled to death. (zzzzzzzzz) Doesn't mean I'm selling my CSCO. The mere fact that CSCO doesn't lead in the optical space today doesn't mean that the company is doomed to be an also ran. If you believe that, you have a very, very narrow view of the overall networking market. BTW-- Cerent products approaching a $1 billion run rate isn't too shabby. I understand this is only one piece in the optical networking story, but $1 billion is $1 billion. You've made your point (time and time again). Agreed that NT is doing very well. Love the stock. Absolutely think you're wrong that CSCO will be an also ran because of this. Market is too big, with too much revenue to go around. Plus, moeny to be made in the backbone is a fraction of money to be made at the edge. Hold both long term and be happy.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next