Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: sea_biscuit who wrote (22118)	5/6/2000 5:15:00 PM
From: Tony Viola	Respond to of 25814

Dipy, >growth rates of 30%-40% or more is sure to bring in oodles of competition. And once there is enough competition, supply will overtake demand, and we know what happens when that happens! No problem, Cisco just buys any new threatening technology. ;-) While networking equipment once relied on sheer speed, the newest family of switches sorts through information for an ``intelligent'' approach to regulating Web traffic. ArrowPoint's switches look at URLs and cookies to determine what network server would best handle a request. The switches might specifically route a request to an e-commerce server (for someone hoping to buy a book) or a caching server (for someone seeking the latest weather forecast). Sorting requests based on content -- known as content switching or load balancing -- is one of the hottest ways of speeding up the delivery of online information. Cisco, the world's largest networking equipment maker, expects this market to grow to $2 billion by 2003, a 300 percent increase from this year. sjmercury.com Well, no company is perfect, not even Cisco. But when every "analyst" that comes on WSW, CNBC, CNN, NBR touts CSCO, and the average rating on the stock is buy, and they're by far the most closely associated company with the hottest thing ever, I'm not about to just ignore it. Admittedly, most of my position is at about 1/3rd of today's price. Tony