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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.03

-0.3%

10:06 AM EST

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To: StockMan who wrote (13304)	4/13/1998 4:11:00 PM
From: Eric	Read Replies (1) of 77400

StockMan The providers buildout slowed last year but the "capacity" of that hardware was greater than the traffic at that time. Traffic has since grown beyond the existing hardware and hardware suppliers are going to be pressed to keep up, even with increased performance of current hardware and software. There was a lot of Dark fiber and hardware out there that is now being illuminated that has been sitting around for the last few years. Companies have delayed execution of the new technologies because of a lack of understanding of the emerging technologies. Cisco has almost all of the bases covered, I don't see that in the other hardware companies. Eric

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