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Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?


To: zbyslaw owczarczyk who wrote (13350)9/16/1999 7:29:00 PM
From: Michael F. Donadio  Read Replies (1) | Respond to of 18016
 
<<Michael,having vision is one thing and execute it is another.
Nobady is denying CSCO its success, but as far as vision in carrier space is concerned, I advise you to order copy of annual reports from CSCo and NN for the last four years, read them and we will see who is fallowing who.
>>

Zbyslaw,
This is not a CSCO vs NN thing, its about the quality of a man. I have the utmost respect for NN and what they are doing. I feel that they are undervalued. Are you trying to say that NN does not do well BECAUSE of CSCO or the CSCO does not execute? I think CSCO has earned its position. Please explain if you would like.

There is a lot that goes into the equation for success. Technology is only a part. To deny CSCO it place in the sun I do not understand.

All the best,
Michael