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


To: t2 who wrote (44203)12/6/2000 2:04:55 PM
From: Eric  Read Replies (1) | Respond to of 77400
 
t2

I think a lot of people really don't understand what products Cisco makes and how they fit into the big scheme of things. Even though there has been a slowdown in some telco spending, it will not have a material effect on Cisco's business.

Some friends of mine in the telco business keep telling me about how much of the "old legacy" equipment that is being ripped out. That's why LU's and to a lessor extent NT's business is being affected short term.

Cisco just seems to have the uncanny ability to move into markets when they just start to get ripe. I've watched that for over 8 years with them and I still wonder how they continue to do it.

Eric

P.S. Just shows how good their managment is!



To: t2 who wrote (44203)12/6/2000 8:22:58 PM
From: Monty Lenard  Respond to of 77400
 
t2....oooops. Deleted. :-)