Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: FESHBACH_DISCIPLE who wrote (42717)	11/6/2000 8:47:44 PM
From: Raymond McIsaac	Respond to of 77400

CSCO is a great world leading company. So is Nortel. LU is a wider question and a play for re invention. THere is room for more than one sucess story in this explosive sector. Some of the threads are idiotic; with abso9lute rubbish..ie csco will be at 30 tommorrow, this thread to its credit seems half reasonable. I just wanted to point out that in my view the NT debacle was way way overdone. I hold in both NT and Cisco. long

To: FESHBACH_DISCIPLE who wrote (42717)	11/6/2000 9:02:52 PM
From: Eric	Respond to of 77400

Let's put it this way. LU got it's teeth kicked out and until they get management in gear again they are dead money in the markets. NT will be back. But I don't see the growth for them that Cisco has had for the last few years. I still like NT though. I don't own it. Cisco's products are in the "sweet spot" of the Internet infrastructure. In short LU is a turnaround candidate, lots of good pieces that are slowly getting disconnected. If they could get good management...... NT will be back quickly... But here is the killer...Cisco is still EXECUTING.