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

To: telecomguy who wrote (30888)	1/3/2000 11:16:00 AM
From: The Phoenix	Respond to of 77400

s CSCO tries to remake itself into a very different company? I think this is perhaps where the disconnect is. CSCO isn't trying to remake themsevles into a different company - they are simply bringing their solutions to the carrier space in a more major way - they will continue to be successful in the enterprise space. As part of this effort they are adding requisite technology through acquisition. You postulate that it is easier for the telecom players (with little experience in datacom) to penetrate the enterprise data market than it is for CSCO to penetrate the carrier market. And that is a valid discussion...however I think we've taken that discussion about as far as we can. It amounts to opinions and conjecture. The point is - all three companies will benefit from the build out over the next few years...and perhaps this is why you get so much resistance here. OG