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Technology Stocks : CSCO - Cisco Systems

CSCO 73.87

-0.1%

Jan 9 9:30 AM EST

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To: Sam Citron who wrote (19)	12/11/1996 10:00:00 AM
From: Marie Thorsson	of 69

>PCs eroded the mainframe market causing much turbulence at IBM a few years ago. Good point, and a perfect analogy. When IBM lost control of the PC market and made other huge blunders, their share price crashed because everyone thought mainframes were on the way out. But that didn't happen. Instead, mainframe sales kept on growing, and some PC vendors are now actually starting to produce PCs that are mainframe-like in order to try and grab high-end market share. I think the same thing will happen in networking. While many try and debate who will win (low end of high end), both will grow, and fast.

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