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

To: RetiredNow who wrote (39455)	8/13/2000 5:03:39 AM
From: Jimbo	Read Replies (1) \| Respond to of 77397

Can you point me toward any arguments for swapping some CSCO for NT ? Way overweighted in CSCO and need to diversify ! Thanks !

To: RetiredNow who wrote (39455)	8/13/2000 5:52:39 PM
From: telecomguy	Read Replies (3) \| Respond to of 77397

Here is my problem with investing in CSCO. NT has very good position in the two hyper-growth networking space (optics & wireless). NT will take a big chunk of these two growth markets in the next 2 to 5 years. NT does NOT need enterprise business to justify their P/E nor justify their continuing share price appreciation. CSCO however is NOT even a player in the optics/wireless space. Sure they CLAIM they are going to be......but how do we know that they will make it? Surely anyone can see that CSCO is going into a different battlefield when they compete with NT, LU, ALA, NOK, ERICY, SIEMENS, just to name a few. So EVEN IF CSCO continues to dominate the router world (which in itself is not a sure thing considering all the upstarts that are coming out now), the current valuation appears to me will only be maintained if they continue to dominate the enterprise space. I see more upside to NT than CSCO......both fine companies but NT is clearly dominant relative to CSCO in the two SWEET SPOTS of networking market right now. And I believe in investing in HERE & RIGHT NOW with proven player who already HAS the market share that will grow exponentially as opposed to what Russo may believe CSCO will achieve in these two spaces 2 to 3 years from now.