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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.04-0.3%Nov 26 3:59 PM EST

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To: MulhollandDrive who wrote (10437)11/13/1997 12:32:00 PM
From: Ibexx  Read Replies (2) of 77400
 
betty,

COMS has a real problem of product mix--too heavily into commodity products (modems and NICs) and not a solid end-to-end solution to compete with CSCO.

Did you read a post of mine 3 months ago on the Tech Option thread?

My analysis on the networkers was more or less borne out.

Ibexx

PS: not all bargains are true bargains. Cheap is not value. (Remember ASND?)
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