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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 74.40-1.4%3:59 PM EST

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To: LindyBill who wrote (19694)12/6/1998 1:47:00 PM
From: jach  Read Replies (3) of 77400
 
Come next year, CSCO will go down big time. Where are CSCO strengths these days, maybe in marketing and public relations.
1. GBit and Enterprise LAN => lost mkt share to many startups, COMS and even LU, INTC and CPQ.
2. ATM WAN Switches - already lost to ASND, FORE and LU
3. 12000 Switch Router - the new startups are very strong, here is an example of just one of them. When these guys hit the street next year, will be very interesting. Great performance advantage vs 12000.

nexabit.com

4. IP telephony -> LU taking lead with PacketStar IP Router that can interface to 5Es and 4Es.
ALl imo.
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