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.
Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: Dealer who wrote (4377)9/28/2000 9:40:35 PM
From: Jim Willie CB  Read Replies (1) | Respond to of 65232
 
biggest question is... will slower Cisco growth derail techs generally ???

Cisco will eventually slow down some
too many firms are cutting them down
too much investment is slower technology
they havent warned or anything, dont get me wrong

not sure market is smart enough to figure that one out
I say YES temporarily

market not smart enough to realize Cisco has bullshit fiberoptic investments based upon SONET

but then again, SONET is expecting continued strong growth
just like the Volkswagen

/ jim