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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 71.75-0.5%Nov 11 3:59 PM EST
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To: RetiredNow who wrote (39455)8/13/2000 5:52:39 PM
From: telecomguy  Read Replies (3) of 77397
 
Here is my problem with investing in CSCO.

NT has very good position in the two hyper-growth networking space (optics & wireless). NT will take a big chunk of these two growth markets in the next 2 to 5 years.

NT does NOT need enterprise business to justify their P/E nor justify their continuing share price appreciation.

CSCO however is NOT even a player in the optics/wireless space. Sure they CLAIM they are going to be......but how do we know that they will make it? Surely anyone can see that CSCO is going into a different battlefield when they compete with NT, LU, ALA, NOK, ERICY, SIEMENS, just to name a few.

So EVEN IF CSCO continues to dominate the router world (which in itself is not a sure thing considering all the upstarts that are coming out now), the current valuation appears to me will only be maintained if they continue to dominate the enterprise space.

I see more upside to NT than CSCO......both fine companies but NT is clearly dominant relative to CSCO in the two SWEET SPOTS of networking market right now.

And I believe in investing in HERE & RIGHT NOW with proven player who already HAS the market share that will grow exponentially as opposed to what Russo may believe CSCO will achieve in these two spaces 2 to 3 years from now.
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