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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: Bindusagar Reddy who wrote (20879)	1/17/1999 11:59:00 AM
From: Tony Viola	Read Replies (1) of 77397

BR, >>>It is the individual investors and institutions who don't realize the importance of ASND/LU combo and potential threat of CSCO getting ROUTED OUT of the ROUTERS.<<< Cisco invented the router, didn't they? Besides that, I imagine they may have a wee bit of experience that may lend to their ability to hold onto the vast majority of the business. Your future shock posts remind me of the time when IBM, Motorola and Apple were going to destroy Intel with the Power PC. Didn't quite happen. Those companies, and Lucent/Ascend are just not as nimble and kick ass as Cisco and Intel. Tony

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