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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Jeff G. who wrote (27569)	8/12/1999 8:05:00 AM
From: Techplayer	Read Replies (2) \| Respond to of 77400

Jef G, I would think that Sun, emc and maybe ntap would cotinue to do well for starters. Brian

To: Jeff G. who wrote (27569)	8/12/1999 9:18:00 AM
From: TigerPaw	Read Replies (3) \| Respond to of 77400

Also from your supplied article The bad news is the bandwidth demand continues to grow by some estimates at least three times as fast as supply," the report says. The bandwidth fiber companies like qwst and lvlt are selling at 50% their former value. (Some analysts are saying there is a glut of bandwidth).

To: Jeff G. who wrote (27569)	8/12/1999 10:49:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 77400

Jeff, Re: Eric and all, I just ran across this article that suggest the major growth areas in the near term will be server and router suppliers. I know CSCO deals with routers. Can you offer any other companies in the server/router business? Thanks, A piece of the article on bandwidth demand growing 3 times as fast as the supply: It also looked at how advances in server technology with the release of the Pentium III chip will impact the bandwidth gap. Either way, said Gary Schultz, Multimedia Research president, there is "no way to provide enough servers at a central location" to satisfy demand. Your question about other companies in the router/servers business, taking off from the fact that they mentioned the Pentium III. First, I assume you mean other to mean other than Cisco. Good. Cisco is #1 purveyor of Internet expansion. Pentium III is of course Intel. Top companies that make servers from PIII are IBM, HP, Dell, Compaq, not necessarily in that order. Briand mentioned Sun, EMC and NTAP. No doubt they also are prospering. Sun for Unix (Solaris) based servers; EMC and NTAP for storage. Of the companies mentioned, I'm partial to Cisco, Intel and EMC. I'd like to buy IBM if/when they come down some in price. JMO, Tony

To: Jeff G. who wrote (27569)	8/12/1999 1:13:00 PM
From: Eric	Read Replies (2) \| Respond to of 77400

Jeff, I'll try and dig up some info on that for you next week. There is still a lot of Dark Fiber out there so there is tons of bandwidth left except for the "last mile problem". I finally got done listening to the CC late last night. Things seem to be getting better across all lines of business so we should be pretty happy! Y2K may twist around the next 2 QTRS but after that it should be clear sailing. Their growth rate just continues to accellarate! I have no complaints about what they are doing. I just wish some of my other "tech leaders" could do so well. I'm taking my family up to our "Vacation house that Cisco built" for the weekend in the San Juan Islands. You all have a good weekend, Eric

To: Jeff G. who wrote (27569)	8/15/1999 2:59:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 77400

Jeff, look and EMC and NTAP. Particularly NTAP, imo. (NTAP and CSCO have a significant about of cross-polination, btw. CFO of CSCO is on board. Don Valentine, ex-Chm of Board of CSCO is Chm of NTAP. CEO of NTAP hand picked by Don V.) NTAP has 40%+ marketshare of Network Attached Storage (NAS) market, growing 70%+/year. Earnings report due Tuesday after close. EMC has 40%+ share of SAN market, growing 30%+/yr. Just bought DGN. Much more to tell you, but do your due diligence. Good NTAP and EMC threads here.