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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (32193)	5/8/2000 1:41:00 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 63513

One could say that FFIV can grow much more than CSCO due to CSCO's sheer size. This is something that I would like to look at for a second. FFIV can probably grow at a faster rate than CSCO for a short period of time. But once the market has been saturated with the product type that they offer, their growth will flatline. What I am trying to point out is that CSCO has identified target markets that keep them growing (in a predictable manner) for a number of years in the future. Companies that have one product set such as SCMR, JNPR and FFIV have the ability to grow quickly for a short period of time, but they have a limited future without rounding out their product lines. I believe that the long term growth at pretty decent percentages outweighs the short term growth of these companies.