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To: Amy J who wrote (132043)4/10/2001 9:09:54 AM
From: Ibexx  Read Replies (2) | Respond to of 186894
 
Hi Amy,

I agree with you in general, especially about the mass market vs niche.

However, Mr. Chambers predicted lack of visibility till end of year - this is truely frightening - thus I predict the stock price of CSCO will reflect this uncertainty.

At a time of recession, the high-end market should have an advantage as visionary vendors simply could not afford to forsake the future. At a booming time, on the other hand, all tiers could rise to the high tide - volume would certainly pay off.

Ibex