CSCO - Reason To Buy ?? Message Board

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Technology Stocks : CSCO - Reason To Buy ??

CSCO 73.11

+0.3%

Oct 31 3:59 PM EST

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To: Geoff Trachtenberg who wrote (511)	10/18/1996 3:18:00 PM
From: aladin	of 588

Geoff, The 'buzz' is very positive. We continue to expand the product line, both through internal and external (ie acquisition) means. Chambers (CEO) has publically discussed being #1 or #2 in each market segment - taking the GE Mgmt approach to high tech. As an engineer I was seriously concerned about this 2 years ago, but today as a stockholder I couldn't be happier :-) BAY's continued weakness and 3COM's relative size (remember they are only a direct competitor with systems products - a LOT of their income is adapters and hubs) mean we have no direct competitor for an end-to-end solution. Cabletron and even IBM now compare their offerrings to ours - a defacto admission of our predominance. As Ken stated, we cannot as employees release any info, but here is a hint on my feelings -> I am not selling any optios :-) John

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