Cisco Systems, Inc. (CSCO) 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.

Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.87

-0.1%

Jan 9 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jacob S. Rosenberg who started this subject	2/15/2001 7:01:35 PM
From: Clay Takaya	Read Replies (1) of 77400

Here is an interesting article from Light Reading: lightreading.com Essentially it documents the CIEN earnings and the company's position in the optic equipment area. Specific to CSCO is the following passage: Nettles says carriers worldwide, under pressure to make money from broadband services quickly, are accelerating their buildout of next-generation optical switches that replace Sonet add/drop multiplexers and crossconnects. I believe that Cerent, which CSCO paid the equivalent of 7B for last year, makes add/drop SONET multiplexers. CSCO was planning on this area booming over the next few years and now it may be that they overestimated the competing technology and will have to ditch Cerent right along with Monterey.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next