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

To: Paul Reuben who wrote (38462)	7/23/2000 2:12:55 PM
From: telecomguy	Read Replies (2) \| Respond to of 77397

The market & media are ALWAYS behind in what's really happening in the field. You won't find out that CSCO's becoming marginalized until it's too late! I KNEW NT was going to clean up in the Optics & Wireless space due to their product/execution strenghth. I also know CSCO is going to have tougher time (not this quarter necessarily since I never make any predictions on a quarter-by-quarter basis) in the networking sector as the data networking INEVITABLY becomes network centric and pull applications/functionality off the edge/CPE space where CSCO has been cleaning up. CSCO better start making some serious inroad into the core of networks otherwise they will get marginalized and their stellar numbers will one day resemble LU's problems.

To: Paul Reuben who wrote (38462)	7/24/2000 12:41:51 PM
From: Paul Reuben	Read Replies (1) \| Respond to of 77397

As Internet Grows, Can Hardware Keep Pace? Unlike prior commercial revolutions - telephones, power lines, railroads, highways and airplanes - government regulators play no role in making sure the Internet keeps pace with explosive growth. Instead, those tasks are being largely met by Cisco Systems Inc., a Silicon Valley hardware giant with a current valuation of some $460 billion. Cisco, which sells its products in some 115 countries, enjoys an effective lock on the world's high-speed data networks. ``The fiber (optical cables) are the railroad tracks, and Cisco makes the trains,'' said Hal Varian, dean of the School of Information Management at the University of California in Berkeley. ``There's been a lot of investment putting fiber into the ground. But if you want to use that fiber, you need Cisco routers.'' cnetinvestor.com