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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.40

-1.4%

Jan 14 3:59 PM EST

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To: The Phoenix who wrote (39767)	9/5/2000 11:58:17 PM
From: telecomguy	Read Replies (4) of 77400

Gary, throw away these ridiculous charts and read real info as to why and how NT will dominate networking in the forseeable future and marginalize CSCO like CSCO marginalized 3COM! Telecomguy thestandard.com "Canadian companies are not known for boasting, but Nortel, with optical revenues at about $10 billion and growing 150 percent a year, has clearly surpassed its chief rivals. Laggard Cisco has spent $12 billion in the last year on a couple of optical-networking startups, giving that company $1 billion in fiber-optics revenue overnight. That's a minor miracle. Most of Cisco's clients – small Internet service providers and corporate customers – don't buy optical equipment, and Cisco is learning that the road to building an optical-networking business is long and difficult. To give you an idea of what it takes, Nortel bought some test equipment in 1991 for work on next-generation gear. The core engineering team was assembled in 1993, and the first products emerged in 1996."

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