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: marginnayan who wrote (55937)10/13/2001 5:35:18 PM
From: Eric  Respond to of 77400
 
I agree.

They have done a good job executing so far.

The "buyers" of this equipment want a few other suppliers other than Cisco for pricing reasons but they also want someone who is going to be there in the long run.

The number of deck chairs is going to shrink in this area. It looks like we will see some consolidation soon, probably in the next few months.

Eric