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

To: RetiredNow who wrote (29882)	12/2/1999 12:40:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 77400

mindmeld, The first error is that LU is already at 38 billion or so. secondly, since CSCO has no track record in the carrier space, it is hard to hypothesize that CSCO will overtake LU. LU estimates that their growth will continue in the high teens going forward. This year the estimate is for 46 billion versus 17 for CSCO. That difference has actually grown over the last 2 years. Until there is a trend reversal, it will be hard to predict if CSCO could ever catch up. Brian