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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.22

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Nov 24 3:59 PM EST

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To: Freeflight who wrote (12972)	3/20/1998 8:42:00 PM
From: TennisNut	Read Replies (1) of 77400

Interesting post. I am new to SI and technically challenged (to put it mildly), so sorry if this is an obvious question: Regarding Lucent and Nortel. I thought Lucent, Ciena, Nortel are working on optical networking components such WDM, optical cross connects, add-drop multiplexers etc. These are also necessary to increase bandwidth for the coming data wave. If so, would not these companies be just as relevant to the coming data wave as Cisco? FWIW, my view is that Cisco will try to get to some of these technologies through partnerships or acquisitions. I would appreciate your thoughts on this. BTW, I concur with your views on wireless. TennisNut

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