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To: Nichols who wrote (26749)7/2/1999 11:58:00 AM
From: Wanderer  Read Replies (1) | Respond to of 77400
 
Allen,

Been a long time holder of cisco (over 5 years) and it is also my biggest holding and it's been the biggest winner.

I got into NT after they acquired BAY. Held BAY for a long time with not so great results. Looked closely at NT since my BAY turned into NT and I have come to believe that this is also a great long term buy.

It's not clear to me that NT will do as well long term as Cisco, but at the moment it has great prospects and by about any measure is cheaper than Cisco.

I think the great companies in this sector will all do well for a long time to come.

Wanderer



To: Nichols who wrote (26749)7/2/1999 12:07:00 PM
From: Rich  Read Replies (2) | Respond to of 77400
 
Hold all 3 also....Cisco my largest. I got NT also after the bay purchase and it has performed well...I think there is room for 3 but over the next 3+ years, this space will get much tighter with convergence and somebody will be kicking the butt of the other 2....betting on Cisco.


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