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


To: RetiredNow who wrote (62667)1/10/2003 8:56:14 AM
From: willcousa  Read Replies (2) | Respond to of 77400
 
I wouldn't want to argue that the probability is high or even moderate that cisco can be taken from below. Only wanted to point out that it has happened to seemingly unassailable folks like DEC and IBM.



To: RetiredNow who wrote (62667)1/10/2003 8:17:40 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 77400
 
excellent post mindmeld, I would just like to point out that this depression in the industry favors Cisco and his infrastructure on a large snapback in business which will likely occur in 2004 sometime- not enough time for Dell or Huiwei to grab a foothold.

Emerging players do better in stable market conditions but booming conditions actually favor the big guys who already have the resources to satisfy the need in a timely manner especially if it comes all at once.

Very true and I think that eventually Cisco will lose its dominance. It's pretty much inevitable, since nothing in this world is permanent. However, I think long before that happens, Cisco will grow into a powerhouse like IBM. So in the next decade or so, I think this company will continue to be a winner.

And sometimes it can look like a giant is on his way out, and conditions can change to put him right back on top... SAP and Oracle were like that, down in the dumps in 98 or so, back on top now. I know some will say cisco went though this kind of peak and valley already with jnpr but nothing as severe as Oracle in 97/98 when the industry assumed SQL server was the oracle killer.

Lizzie