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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 78.39+1.3%3:59 PM EST

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To: StockMan who wrote (14256)5/26/1998 8:55:00 AM
From: Peppe  Read Replies (3) of 77400
 
Stockman, what a great post !! I better sell all my CSCO holdings today. What do you recommend ? A washed up networking company with no sales force selling hubs and router wannabe products, led by a CEO who can't accept responsability for his company's crappy results ? Maybe I should invest in a legacy voice company with 140,000 employees ? How about a company with a niche frame relay product, ridiculous PE and the hope of being bought by the afore-mentioned legacy voice company ?

Please tell me how to best take advantage of the $ 60 Billion voice/data integration market. Who will be best able to reap the benefits of this emerging market. It can't be CSCO, because their success until now is obviously due to luck, marketing, planetary alignment or dumb customers who keep buying their gear.

Waiting patiently for your answer, before I call my broker with that sell order,

Cheers,

Peppe
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