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

To: Eric who wrote (33630)	4/12/2000 12:44:00 PM
From: SAM	Read Replies (2) \| Respond to of 77397

Hi Eric, Did you see the article in the Wall Street Journal's Heard on the Street column today? It is questioning CSCO's sky high PE. What do you think about the article? If and what price would you buy/sell CSCO. Thanks. - SAM

To: Eric who wrote (33630)	4/12/2000 1:34:00 PM
From: telecomguy	Read Replies (1) \| Respond to of 77397

Hmmm...so NT, LU and ALA are spending billions on all-optics based switching technology that is irrelevant? Is that what you are trying to say Eric? And that CSCO knows this but NT and LU doesn't? The height of delusion is truely amazing when you want to believe in something so badly............. Face it. CSCO is not a player in the Optics. Optics will be THE NETWORKING technology. PERIOD. END OF DISCUSSION. (and unfortunately for CSCO, the core of the network which will eventually be all optics based will also determine/drive the edge technology possibly right down to the Enterprise level.........actually think about this Eric. If Fibre Optics promises unlimited bandwidth, why even have your own box and manage your own dedicated IOS network?)