Cisco Message Board - Msg: 14974147

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Technology Stocks : Cisco

CSCO 73.11

+0.3%

Oct 31 9:30 AM EDT

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To: rr_burns who wrote (396)	12/8/2000 12:11:02 PM
From: The Phoenix	Read Replies (1) of 405

I think you said CSCO has spent billions and is generating no revenue. You over stated that position.... bottom line. No need to get into details. Remember - they said the same about CSCO in optics... and CSCO is growing faster than any competitor and I expect will continue to grow. Also, two years ago they said CSCO was an enterprise company with no exposure to carriers... today they are number three in sales to carriers. What I see CSCO doing it building expertise in an area that will be important to them... to suggest that they are failing in the space is premature. And to suggest that they are not generating revenue is flat out erroneous. OG

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