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To: Mannie who wrote (24945)12/14/2000 11:51:57 AM
From: Jim Willie CB  Read Replies (1) | Respond to of 65232
 
Scotty, I am still leary of CSCO, mixed feelings

the lion share of their business is still slower network gear
their fiberoptic business is SONET-based, deadend

but they are pushing AVNX fiberopt muxers

and this ExiO news pertains to CDMA infrastructure gear

theirs will be a weird uneasy transition
only the smart regard Cisco to be a conglomerate
as an investment, the smart regard CSCO as a netwk mutual fund

I dont like the stock, but hope it does well
bigtime pain when/if CSCO suffers

I just am not an expert on all their technology interests
/ jim