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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 77.09+3.4%3:32 PM EST

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To: Paul Reuben who wrote (36738)5/31/2000 10:35:00 AM
From: teevee  Read Replies (2) of 77400
 
Paul,

The article you posted hit the nail on the head...Cisco is crisco. Nortel has over 65% of the optical market and will increase its share as the shift to "photonics" continues. With a 5 year lead on Lucent and Cisco, Nortel will stay out ahead. I expect to see dead money tied up in old technology companies like Cisco and Lucent move to the market leader and winner in photonic/optical equipment-Nortel.

regards,
teevee
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