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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.11+0.9%Nov 21 9:30 AM EST
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To: The Phoenix who wrote (39774)9/6/2000 10:17:58 AM
From: telecomguy  Read Replies (2) of 77400
 
Ok Gary. It's only our opinions after all. I am more convinced than ever that NT understands the End Game and understands networking PERIOD.

CSCO is trying to catch up and they don't have IOS to muscle the market in the public networking infrastructure market.

CSCO will learn eventually that the methods that allowed them to dominate the BOX business by turning out thousands of Routers by the assembly line is not the same business as building, integrating, supporting a 99.99999% public grade networks.

When they eventually do, they will find NT, ALA, LU, ERICY have already taken dominant position in the market AFTER they have saddled their balance sheet and their OVERHEAD cost structure with huge additional costs to crack this all-important networking market.

Then we will see who will be right. I was right about LU for over a year and I will be right about CSCO (although they still have the cash-cow in enterprise routers to hide the problems for another year or even two years......)

If CSCO does not catch up to the "Light" FAST, you will see the growth slow down and when that happens........watch out! The bottom will fall given the growth projections built into the price currently.
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