Cisco Systems, Inc. (CSCO) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.34

-1.0%

Oct 29 3:59 PM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Boplicity who wrote (20598)	1/11/1999 1:36:00 AM
From: jach	Read Replies (5) of 77397

Extremely bad for CSCO if LU gets ASND. CSCO has already been hit hard by the GBit startups as well as potentially the new up and coming high-speeed switch routers. LU also backed some of these such as Juniper. Now, LU is going into the heart of CSCO in all three key areas: 1. WAN ATM and SP mkt 2. Access 3. IP Router What is CSCO doing to get into LU mkt ?, very very little. Instead CSCO is trying to get into the very low margin home connectivity market that is not going to takeoff any time soon. With the hugh expense from going into the low-end home mkt, the tough competition from LU, NT and others, the intense price pressure from GBit startups will all collectively drive the margin down in a big way. Look for CSCO to be down substantially within a year. all imo.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next