Gorilla and King Portfolio Candidates 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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Uncle Frank who wrote (29638)	8/8/2000 12:59:12 PM
From: EJhonsa	Read Replies (2) of 54805

Frank, I think Cisco's going to have a great quarter, thanks to the explosive growth in the high-end router market (Juniper's numbers are reflective of this), not to mention the WAN access switch/router market (PMC-Sierra's and Transwitch's reports showed how this area's boominng). Cerent should contribute nicely to the bottom line as well. Furthermore, although I think that they're going to lose more market share in the router field, their leading position seems intact for the near future. This "simple" approach has had its benefits. I just think that it might turn out to be a liability as Cisco tries to make deeper inroads into the optical networking market. By the way, I know I'm not the first person to say this, but congradulations on the award. Like I said, this is probably the best non-company-specific investing message board on the net. Eric

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next