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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.47+0.3%10:18 AM EST
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To: aladin who wrote (11680)1/21/1998 4:50:00 PM
From: John M. Baltz  Read Replies (1) of 77400
 
John,

The great thing about this industry is that the bottleneck will never
be eliminated, it just keeps moving around. From processor speed, to
operating systen, to file subsystem, to network connection, etc.

Even within the network the bottleneck moves around. The current one
being the connection into the household. Once this is solved either by cable modems, xDSL modems, or satellite dish, it (the bottleneck) will move somewhere else therby giving rise to a new set of opportunities for the fast moving firms and investors.
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