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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: HG who wrote (17814)	1/4/2000 10:54:00 AM
From: gamesmistress	Read Replies (1) \| Respond to of 57584

NATS over 7 now..

To: HG who wrote (17814)	1/4/2000 11:33:00 AM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Happy Girl. . . if Chambers decides to buy up companies that make parts for optical routers. . . like LPTHA which has a big share of LightChip. . . then that would keep them on the right track toward future router development, in my opinion. . . .considering that the trend will be toward "all-optical routers." I am not saying that CSCO is not a good stock to own. . . and if you have it low. . . .you should certainly play it out. . . I just think it is time for the monopoly to end. . . .and if you talk with anyone in the networking biz, like I have. . .you would know that CSCO really does have a monopoly on the networking biz. . . if you don't use CSCO routers. . .you are not compatible with much that the internet offers. . . forcing a CSCO compatible standard. . . but that too will change, in my opinion. The only question is. . .will this effect CSCO's stock price? This I cannot predict. . . the company should continue to grow. . .so I believe that competition will be in addition to the biz CSCO has. . . they may lose some market share, but it is a rapidly growing market, so that may not translate to the bottom line. I am not calling a top to CSCO. . .I need that to be quite clear. Rande Is