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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 72.11

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3:59 PM EST

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To: Mr.Fun who wrote (20947)	1/19/1999 2:55:00 PM
From: LindyBill	Read Replies (2) of 77397

Hey Gary and Fun, I don't think you guys are too far apart to not be able to have a rational discussion, and for me, and I am sure for others, it is very helpful. I would like a little more input from you two on Cisco's high end router business. Obviously, if they have to lower margins to keep business, it will hurt bottom line. But is there really a formidable competitor that can get at them? If they have 90% of the business, they have a hell of a lock. Fun, I love your posts, but I wonder if you are looking at Cisco's business more from a "commodity" sales standpoint than a "systems" sales standpoint. There is always someone biting at your ass with a better single product, but Cisco's overall packaging seems to be one of the reasons that no one can nail them. Both you guys, please keep posting!

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