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


To: Stock Farmer who wrote (49600)3/6/2001 10:22:51 AM
From: RetiredNow  Read Replies (2) | Respond to of 77399
 
Not really. If the technology markets have taught us anything over the last 25 years, it's that the biggest and best companies usually take the lion's share of the markets. Take a look at Intel and Microsoft. Cisco will get their share, which is to say, most of the share their is to have in the markets they compete. Enterprise is already theirs and becoming more so, despite Juniper's inroads. Then Cisco is also making inroads into the service provider market. Cisco's superior business model will allow it to take larger and larger chunks of market share away from it's slower, clumsier competitors like Nortel and Lucent. That's just the way things are. Cisco is a shark, and Nortel and Lucent are sea lions. Eventually, Cisco will become a mature whale like IBM, but that's at least 5 years away. Maybe longer.