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

To: Zoltan! who wrote (29599)	11/24/1999 9:33:00 AM
From: Techplayer	Read Replies (1) \| Respond to of 77400

Zoltan, I am truly unconcerned that CSCO will erode LU's share of the non-enterprise business. LU's Business systems group is floundering, likely due to competition from CSCO and others. In the carrier space, that is not the case. I do like CSCO as a company. It is just that I have read remarks recently that LU was in trouble because of CSCO's acquisition of Cerent. That is simply foolish. The carrier group at LU is a 25 billion dollar business that is growing at 25+%. One start-up is not likely to do much damage to such a behemoth. CSCO is obviously a well run business and will return handsome profits for all shareholders. Good luck, Brian