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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.80

-0.3%

Nov 17 3:59 PM EST

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To: Mr.Fun who wrote (25585)	5/13/1999 9:42:00 AM
From: Mighty Mizzou	Read Replies (1) of 77400

Mr. Fun, a couple of questions: Management understands how important it is to be perceived as a market leader in the carrier segment. Alot of rah-rah to assuage both investors and customers - reality is there is a huge challenge ahead. any sign of weakness and this has alot further to fall than LU Does this include the lack of an ATM core switch in the near future? Do I believe there is a chance that Cisco fails to capture more than a tiny portion the voice market it covets, leaving it a focused data-only player? Absolutely yes To me, this is analogous to being a TV manufacturer that produces televisions without sound. Which would you rather be, market share wise, a TV maker or a monitor maker? Multi-platform switches will be the de facto standard and if your voice aint squat, this will be a strong consideration in the decision process. Your comment?

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