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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: JT who wrote (11426)1/8/1998 9:23:00 PM
From: TheInvestor  Read Replies (1) of 77400
 
Yu:
This paragraph came out of the link news article you provided:

<< The saturation of infrastructure
equipment in North America, where the
leading firms are basically battling to
unseat an entrenched vendor for large
network upgrades, rather than initial
network investments. In this market, Cisco
remains the eminent force, presenting
challenges for others that expect to reap
large domestic rewards. >>

Sounds to me like CISCO has the market by the hand and will probably
be the last to be affected by downward conditions. Also, sounds like
the guy who wrote the article has an affiliations with CISCOs competitors. So what do you expect?
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