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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.95

+0.2%

Dec 5 9:30 AM EST

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To: JRH who wrote (17851)	10/6/1998 8:23:00 PM
From: alex pierson	Read Replies (1) of 77400

The issue may be that with everyone trying to eat everyone else's lunch there may not be enough lunch to go around. Is that a possibility? Could margins be killed for all? Or will they all win out for at least a while? I guess there will not be that many competitors. Just 3-5 of them but currently in Cisco's business there seems to be just one really. Are Lucent and Nortel better than the guys Cisco has been up against in the past? Or is Cisco going to be able to keep up some kind of great marketing and continue to rock? Any idea how they will be able to win out? Alex P.

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