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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.15

+4.3%

10:35 AM EST

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To: jach who wrote (17503)	10/1/1998 12:35:00 AM
From: jach	Read Replies (4) of 77398

historically speaking, price wars can make sector stocks nose-dived quickly- IMO one thing to think about from previous post - we now have the new startups such as Extreme, Foundry, Packet Engine, Alteon taking some mkt share from cscso CAT 5000 line; Bay, 3COM and CS with their latest products that can tremendously reduce price/port cost - that's in the Enterprise LAN area we've seen the bloody price wars and oversupply (companies need to sell to survive and when there are many companies selling similar products- potential disaster) in the portable disk drive (SYQT, IOM basically just kill each other by lowering prices, and where are their stock prices today), hard disk drive, semi conductor (look at DRAM prices and the semi companies local and abroad)- now IMO, if we look at this Enterprise sector it's getting very similar

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