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

To: telecomguy who wrote (35453)	5/11/2000 1:16:00 PM
From: bgg	Read Replies (1) \| Respond to of 77400

Yeah, I know you didn't say CSCO was going to disappear. I do think there's more money at the edge, and that's where CSCO seems to have strength. Telcos shy away from end-to-end vendors. Both companies are great investments for the long haul. It's been frustrating reading all of the hysteria and pronouncements of doom based on the last two months. I'm sorry, but CSCO is still up 10% for the year -- with all of the "carnage." As far as I'm concerned, this correction is weeding out all of the crappy day trader $$ that threw the market out of whack. Both CSCO and NT had amazing quarters. Both are well positioned moving forward. I have to say that while NT is today better positioned in the optical space, they are also more exposed to shrinking revenues in their old, "traditional" voice business. One could point to CSCO's dominance in Enterprise networks as a future "anchor", but at the same time, other competitors in the Enterprise space (LU, COMS) are bowing out. I was shocked to hear that CSCO's Enterprise business grew so much last quarter. You also have to look at CSCO's HUGE margins. Mid sixties is amazing. It will come down, but it is damn impressive, and helps demand a premium on the stock.