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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Rich1 who wrote (4821)9/8/2000 4:51:08 PM
From: Bernard Levy  Read Replies (1) | Respond to of 5853
 
While CSCO will not go out of business, the trend
has been for a long time that more of the
networking value added is integrated on silicon chips,
i.e. networking gear is getting commoditized.
CSCO has been fighting this trend by becoming
a complete system integrator.



To: Rich1 who wrote (4821)9/9/2000 11:35:44 AM
From: Dan B.  Read Replies (1) | Respond to of 5853
 
Does anyone really believe Mr. Gilder ever said Cisco is going out of business? That suggestion is the true bit of misdirection here, and I wonder why, I wonder why.

Dan B


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