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


To: Zoltan! who wrote (29934)12/3/1999 8:08:00 AM
From: Techplayer  Respond to of 77400
 
Zoltan, The beautiful thing about any of these discussions is that we are talking about all of our core holdings remaining in growth mode for the foreseeable future.

My estimates for slowing growth are simply based on the difficulty to grow $25+ billion companies at the same pace as when they were smaller. Until CSCO reaches that level (between 2001 and 2002?) we are just speculating. I like the chances for both companies to succeed given the overall size of the market that they are chasing. Brian



To: Zoltan! who wrote (29934)12/3/1999 8:40:00 AM
From: KYA27  Read Replies (1) | Respond to of 77400
 
Cisco's financials may be a little better then LU's but Lucent has the better products and upincoming products.Things will change FAST!!!

Can't live off OLD WORLD TECHNOLOGIES forever,OPTICAL technologies will hit csco hard.CSCO doesn't know jack about optical.