SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?


To: telecomguy who wrote (39430)8/12/2000 3:10:20 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 77397
 
ha ha ha telecom guy, shall I ask if you understand supply chain management? If you don't then maybe you should NOT be investing either! <gg> Welcome to the high tech world yourself.

Off the top of my head, I thought cisco was 61% vs. NT 48% in this most recent quarter. I could be off by a percentage or 2 because I'm not going to look it up, but thats the gist of it. Exceptional top line growth from cisco, just when you would think it might be slowing.



To: telecomguy who wrote (39430)8/12/2000 10:27:14 PM
From: kvkkc1  Respond to of 77397
 
Teleguy,
Most astute analysts are mostly wrong.knc



To: telecomguy who wrote (39430)8/13/2000 12:12:59 AM
From: RetiredNow  Read Replies (2) | Respond to of 77397
 
Hey Telecomguy,

I wouldn't say that Cisco is entering a den of existing gorillas plural. I'd say it is entering a den with only one other gorilla - and that would be NT.

And here's the shocker for you: THE DEN IS BIG ENOUGH FOR TWO GORILLAS FOR THE NEXT 5 YEARS.

That's why I own both stocks. I hope you do too, because it was your arguments in part that made me take a closer look at NT.