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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 79.52+0.8%Dec 9 3:59 PM EST

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To: Miguel Octavio who wrote (17858)10/6/1998 9:59:00 PM
From: Mo Chips  Read Replies (1) of 77400
 
I work for an company with an internet presence. We are looking to upgrade our network infrastructure, guess which company's products we are going to buy...

We are also looking at new isps. We met with a new company that has a very interesting alternative to the traditional backbone providers (BBN, UUNET, etc.). Their offering could potentially eliminate a lot of the traffic between the major public switches connecting the large backbones. Guess who's routers they use.... And they are in major growth mode.

Fact is, CSCO is de facto the company where to buy this equipment. CSCO is susceptible to a downturn in demand, don't get me wrong. But long term, this baby will be ok.

Mo
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