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


To: Jorj X Mckie who wrote (62119)10/23/2002 12:39:21 PM
From: TobagoJack  Read Replies (1) | Respond to of 77397
 
Hi Jori, Yup, about right. Additionally, we would be making a mistake believe Huawei will not be making strategic acquisitions and partnering in clever alliances to get the market that CSCO has in the USofA. As CSCO loses grip on first the low, and then the mid-range markets, fixed and overhead costs will be exposed, bleeding starts, valuation drains away, and then, hemorrhage, followed by ... we close our eyes.

Unless, of course, CSCO buys Huawei or part there of.

Chugs, Jay