SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.94+1.1%Nov 28 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Freeflight who wrote (14140)5/16/1998 10:32:00 PM
From: Marc Schiler  Read Replies (3) of 77400
 
Freeflight,

Thanks for an excellent post. Lucent is the only serious contender (sorry Stockman) and there is surprisingly little good analysis of that battle. The article was a good analysis of the comparative strengths and backgrounds of the company.

The remaining question is:

Long CSCO only (or)

Long CSCO and LU?

LU's PE is not warranted if they only retain the voice market.

Opinions?

MS
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext