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 : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: Mehrdad Arya who wrote (36668)	11/29/1999 1:57:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 45548

Mehrdad, I you believe that post... I mean really believe it... then you clearly haven't traveled the CSCO web site or been watching their earnings. I'll say no more. Do the research and look at how the two companies are performing and how they're positioned. If you think for a second that COMS has a shot at dethroning CSCO with their current product offering then I do hope you would share whatever it is you're smoking with the rest of the thread. OG

To: Mehrdad Arya who wrote (36668)	11/29/1999 2:22:00 PM
From: gfr fan	Respond to of 45548

<<Tell me why you think CSCO deserves such a market premium>> 1) When Chambers speaks in DC 93 members of Congress attend. 2) Cisco has never missed a quarter 3) They are locking up cable and carrier co's one at a time with their IP story 4) They have become the default standard in the enterprise space. 5) On pace to be $20M+ in revues next year - profits of $4B+. <<Let Cisco be warned, they have a sleeping giant lurking in their shadows.>> 4 years ago, maybe, but the threats to Cisco now are LU and some niche companies - JNPR, FDRY, etc. I'm long MA, probably with more shares than you, but I think the appreciation is on the PALM side.