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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.19

-0.1%

Jan 16 3:59 PM EST

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To: larry who wrote (54969)	9/6/2001 8:46:50 AM
From: RetiredNow	Read Replies (1) of 77400

Larry, who will take Cisco's place if they won't be the dominant one? I'm trying to take you seriously, but when I look around, I don't see any real competitors that have a chance to overthrow Cisco in the short term. Maybe Cisco won't be king in the next 10 years, but looking out 3 years, I can confidently say that they will remain king. Lucent and Nortel are jokes right now. Juniper is starting to understand how tough it is to compete against Cisco. All the rest are not even worth mentioning. The only one that I think has even a remote chance of unseating Cisco is Ciena. I know they are in optical mostly, but if optical without opto-electronic-optical conversions every becomes a reality, then I would think Cisco will wane very fast indeed. Until such a time, which I still think is at least 5 years or more away, Cisco will be the clear leader.

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