SI
SI
discoversearch

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 : Rambus (RMBS) - Eagle or Penguin
RMBS 94.82+2.7%Nov 26 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: B Hewson who wrote (1232)8/14/1997 10:44:00 PM
From: Ibexx   of 93625
 
BH,

-OFF TOPIC-

We may get a lot of arguments here, but I dont care---CSCO is one class higher than the closest competition.

COMS: I had it; but unloaded before the February networkers demise. Merger with USRX extends channel presence, but the major issues of not having a big piece in enterprise networking remains a serious issue. Merger circumstances--soft and hard issues--are uncertain.

CSCO: Will achieve dominance with its current installed base and end-to-end product line/services; IOS (internet op. system) is CSCO's trump card in addition to new technology acquisitions.

ASND: Now mostly a traders stock--really sad. Remote access solutions, in which ASND had an early dominance, is having a changed landscape, and ASND's merger with CSCC will post additional uncertainties. I bought and sold the stock as well as LEAPS calls in June/July for a decent profit, but I no longer wish to own the stock the way it is.

At different times during the recent past, I owned virtually all the networker stocks, but now I only have CSCO (lots of it), BAY (a great turn-around story) and some PAIR.

Back to your question: I would definitely consider switching at the appropriate time.

Just MHO.
Ibexx
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News