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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 71.14-1.3%1:55 PM EST
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To: Bindusagar Reddy who wrote (20879)1/17/1999 5:12:00 PM
From: Frank Sheridan  Read Replies (1) of 77397
 
Why are people taking the position that either CSCO or LU is going to win in the telecom wars? The reality is that BOTH companies are probably going to still be around in twenty years, along with Siemens and Northern Telecom. LU will still sell telecom equipment (along with a lot of other stuff), and CSCO will also sell into the telecom market.

However, I see a great deal of growth in the overall telecom market over the next decade, mostly because of digital communications, and I see CSCO doing a better job of exploiting this overall growth trend. Do I think that CSCO is going to take away sales from LU? Yes. Will LU go out of business because of CSCO? No. Even if LU ends up taking an ever shrinking piece of the pie, the pie is question is enormous and growing like a weed. Add customer loyalty and a "nobody ever lost their job buying ATT equipment" mentality to the equation and the arguments for LU surviving and prospering seem powerful indeed.

But, again, I personally feel that CSCO is going to do a better overall job of adapting and selling to this fast growing and changing marketplace.

As far as CSCO being pushed out of the router business, well, never say never, but their current market share would seem to make that a very unlikely prospect indeed.

Regards
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