SI
SI
discoversearch

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 : Ascend Communications (ASND)
ASND 216.57+5.9%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: The Phoenix who wrote (60039)2/19/1999 3:04:00 AM
From: Bindusagar Reddy  Read Replies (2) of 61433
 
Thanks Gary, I hope CSCO does well too. I think commoditization of PCs and Web machines will be good for all major Telecom network equipment and service providers. Bad news for DELL, GTW and other BOX makers. Software and networkers will outperform as result.

I wish nothing but the best for CSCO with reservation of major slow down in corporate spending. If they don't execute their telecom strategy, CSCO will be history. There is no room for error. Talk is cheap, Chambers keeps talking cheap like Throw that piece and throw this piece without showing what he has. AT this point he has bunch of third class technology inferior in quality with minimal reliability. He has a long way to go. Summa Four and that and this garbage collection won't cut it.

Good luck Gary.
We shall see in 12 months who will be there. I hope LU and CSCO both take the honors leaving others in the dust. I believe there is room for at least two major players. One of them is LU. Others may be CSCO??or else watch out. Current market value already reflects potential telecom future in CSCO, That is the risk. If they fail in that CSCO will be you know what, HISTORY.

BR

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext