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

To: telecomguy who wrote (33581)	4/9/2000 1:38:00 PM
From: JRH	Read Replies (1) \| Respond to of 77399

CSCO executives admitted that quite good part of so call SP space is selling enterprise products to carries, which in turn take care of entire network of corporate client, including hardware and software So you think that the 80% growth of CSCO's SP business is attributed to enterprise networks? I have a hard time believing that considering the enterprise space is growing at ~ 20% a year (if that much). Granted that some of the 80% growth is from enterprise, but the rest is coming from the SP side, and it shows that CSCO is eroding the traditional player's market share. BWDIK, Justin