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

To: teevee who wrote (36757)	5/31/2000 1:49:00 PM
From: Techplayer	Respond to of 77400

teevee, You have a skewed view in my opinion. NT owns the 10 gig space right now, with LU actually getting strong business as well. As a whole, I would like to see how NT owns 65% of the entire optical networking business. LU is on pace for 7 billion (according to Mr. Fun) while NT is going to do 10-11 billion from what I have read. If CSCO does 1 billion and you add in Ciena, sycamore and dozens of others, NT does not have 65% of the business. Secondly, NT is certainly opening its' pocketbook as well in an attempt to stay ahead of the game. It is a massive business opportunity and there will be numerous winners. Right now, I like NT, but that can change if it does not execute. In terms of stock price, success is already being priced in, thought there could be as much as a 40-50% upside if the market cooperates. all imo. tp