Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: Kenneth E. Phillipps who wrote (9327)	8/28/1999 8:58:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 21876

Kenneth, First I'm not sure I'd call the enterprise space mature. Spending is off mainly due to Y2K concerns. After December/January enterprise sales is quite likely to explode. I believe that CSCO is in great shape here. Second, I agree that CSCO will need to extend themselves vertically a bit more, but do you think they'll go as far as LU? And, do you think CSCO's vertical extension (with the Cerent, Monterrey acquisitions) are a bad thing??? OG