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

To: telecomguy who wrote (35442)	5/11/2000 11:38:00 AM
From: Crystal ball	Read Replies (1) \| Respond to of 77400

PAYDAY RALLY IN PROGRESS...watch Block Trades 10,000...BUY BYE FOR NOW I am, Truly your$, -Crystal Ball P.S. Don' worry about the optical devices, They are coming soon, its the optical fiber hubs, take a look around, they are building them in the AFFLUENT neighbohoods FIRST in the major metropolitan areas for a reason, who can afford them. CSCO IS ON TOP OF IT....are you ready?

To: telecomguy who wrote (35442)	5/11/2000 12:26:00 PM
From: bgg	Read Replies (3) \| Respond to of 77400

You're right Telcomguy -- NT is an absolutely amazing company. It is doing very well in the optical space. I bought the stock about 8 months ago. Thrilled to death. (zzzzzzzzz) Doesn't mean I'm selling my CSCO. The mere fact that CSCO doesn't lead in the optical space today doesn't mean that the company is doomed to be an also ran. If you believe that, you have a very, very narrow view of the overall networking market. BTW-- Cerent products approaching a $1 billion run rate isn't too shabby. I understand this is only one piece in the optical networking story, but $1 billion is $1 billion. You've made your point (time and time again). Agreed that NT is doing very well. Love the stock. Absolutely think you're wrong that CSCO will be an also ran because of this. Market is too big, with too much revenue to go around. Plus, moeny to be made in the backbone is a fraction of money to be made at the edge. Hold both long term and be happy.