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

To: Jim O'Connell who wrote (29202)	11/9/1999 5:59:00 PM
From: fellow	Read Replies (1) \| Respond to of 77400

Jim- Keep an eye on Mmc Networks (MMCN) tomorrow. The make network processors for Cisco, Lucent and NT. They have been beaten down due to losing some IBM business but generate approx 50% of revenue from Cisco. This one is worth looking at considering Cisco's stellar results. I like MMCN after the 33%+ hit it took last week. I backed up a truck and bought their paper. I also like WIND, whose RTOS is possibly part of MMCN (and therefore CSCO's) technology. Big jump this week. Has anyone else been following PMCS, VTSS, AMCC, MAKR? They've all had huge runs, and I'd like to hear some opinions of the merchant CommIC market. Cheers- fellow