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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 71.08+0.1%Nov 7 9:30 AM EST

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To: Bong Lewis who wrote (18507)10/28/1998 10:39:00 PM
From: jach  Read Replies (2) of 77397
 
csco leader?

no comparison to msft and intc.
msft- basically owns the mkt and almost 100% certain that no other companies can now unseat windows.
intc - owns the technology and research muscle.
csco - look at their three key sectors:
WAN and SPs: asnd, fore, LU and startups are taking share away
Enterprise: GB startups are taking share away, will be suprised if one finds out the number of large corporations that went with Extreme, Foundry, and Packet Engines. Not to mention BAY and 3com, and mid players such as XYLN.
High-end Router: Juniper, Avici, NetCore, LU PacketStar IP router and many more are now pretty much ready to take on the high-end router mmkt segment.
IMO, the leader is going to be in trouble, SOON.
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