Uncle Frank:
There are still 79% of other postings. In fact, there are only a few regulars on this thread and it's possible that some individuals are also in this 20% range posting.
As for the merit and missing analytical posts, it seems like the uncles of this thread just want to see and read that csco is a buy, a big 800 lb old gorilla and has been up for 5 yrs; and then some really analytical junk-type posting from some of the greats here, like "--ass" and "--puke". You rather see and read those, seems like it.
What's your response to LU, ASND and FORE getting large contracts. Why do you think one should buy CSCO at thsi price?
What can be the impact to CSCO next year from the swtitch-router startups such as Avici, NetCore, and Juniper?
LU got three large contracts recently worth hundreds of millions that included the PacketStar IP router. Is this not a big impact to CSCO? This is CSCO own turf, that is IP!
ASND has been announcing large contracts for their GX550 CORE ATM switch. Are there any products today from CSCO that can competet with GX550? do you know?
Based on DataCom LAB test that was posted on this thread, FORE ATM switch performance is much better than CSCO switches.
The GBit startups Extreme, Foundry, Alteon, Packet Engines. etc. are gaining grounds in some large corporations. The competition in this area already seem to have impacted CSCO as the latest qtr release indicated that. What is the future impact in this area?
These are the three or four key sectors for CSCO. IMO, and the point is that, it is possible that all these four areas can take a hit all at the same time, as opposed to getting hit one area at a time before, such as:
from LU, NT in the Service Providers' area
from ASND, FORE in the ATM area
from startups switch router vendors in the IP Internet Providers area
from GBit stratups in the Enterprise area
Then, based on these points, imo, csco is very likely to be in tougher times ahead and therefore the stock can go down. And, now what's your response? why csco will go higher ? |
