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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 72.10

+1.4%

3:59 PM EST

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To: The Phoenix who wrote (38326)	7/14/2000 1:59:52 PM
From: telecomguy	Read Replies (5) of 77397

Gary, I don't need to know too much about CSCO other than they are an "old-world" Router (READ BOX) company. What's more important to me is what they are NOT. They are not a Carrier-Class networking infrastructure company. Get that through your head..........and when it finally does, you will know why I have been saying that Chambers strategy to bet huge $$ on entering into this space is a huge gambit on CSCO's part. The result of the gambit is not so obvious on the P&L ....YET.....but as usual, events will unfold as they should. We do live in a rational universe, right? (unless you are a CSCO devotee that is). Wake up and smell the coffee Gary and keep what profits you've made. After all, it's just as important to keep as it is to make it in the first place.

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