SI
SI
discoversearch

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: Ibexx who wrote (55934)10/13/2001 2:38:36 PM
From: Eric  Read Replies (1) | Respond to of 77400
 
Ibexx

Everybody wants to move to the edge but the highest profits are in the core as you understand. The only problem is that is not as big a market as the edge is. Looks like Juniper will be going more head to head with Cisco as they try to grow the company.

Wireless is a huge, huge market. That is where a lot of my professional background is and I can guarantee that no one company will command this space! It's just too big!

Anyway these companies are going to move wireless interfaces to IP since we are a mobile society. The playout is gonna be really big. I cannot emphasize that enough.

Eric



To: Ibexx who wrote (55934)10/13/2001 2:48:07 PM
From: Eric  Respond to of 77400
 
Ibexx

Hope this helps.

At Cisco's website.

Cisco Wireless cisco.com



To: Ibexx who wrote (55934)10/15/2001 9:10:27 AM
From: Proud_Infidel  Respond to of 77400
 
8:54AM Cisco Systems (CSCO) 16.95: Needham downgrades to BUY from Strong Buy as stock hits firm's price target; says that recent run in share price and lack of earnings support from current business have radically altered the risk/reward profile.



To: Ibexx who wrote (55934)10/15/2001 10:58:54 AM
From: RetiredNow  Respond to of 77400
 
All Cisco does in the wireless space is compete in the WLAN area with their purchase of Aeronet. That means wireless hubs and PC cards for wireless access. They don't have products in the serious high end wireless market segments that Nortel and Lucent have.