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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.28+0.1%Nov 25 3:59 PM EST

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To: Ibexx who wrote (15479)7/31/1998 2:20:00 AM
From: djane  Read Replies (3) of 77400
 
Ibexx, get real. ASND is the one CSCO competitor which is thriving. Have you read the recent Noel (H&Q analyst) comment that ASND could someday be larger than CSCO due to its more complex technology and better positioning in the carrier/ISP/CLEC/WAN space? Have you heard Mory Ejabat discuss CSCO's lack of a coherent WAN strategy? Intriguing. Maybe you should stop counting your past profits, look to the future (the stock market tends to look forward, wouldn't you agree?), come over to the ASND thread and learn something?

As I noted (and you maligned in a snide fashion), I've listened to the last 4 CSCO conference calls and found it fascinating that Chambers never once referred to ASND. Based on its impressive contract wins this year, I'm sure ASND has now gotten his attention. I'm sure that LU, CSCO and ASND will all prosper greatly in the upcoming buildout of the internet.

Sorry about the tone, but your post didn't seem to show any respect and I've responded in kind. I do respect SI posts which contain factual support and persuasive arguments instead of one line putdowns. Please feel free to comment.
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