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

To: Lizzie Tudor who wrote (63244)	3/13/2003 1:51:54 AM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 77400

I don't think Cisco can compete against Huiwei except as a service organization. I disagree. Huawei is not known for innovation. Where Huawei may cause some pain for Cisco in the short term, I am confident in their (Cisco) ability to change the rules and do an end run on Huawei. Don't get me wrong, Huawei will cause Cisco some pain, but in the end, I believe that Hauwei will be relegated to the commodity section and Cisco will hold the premium market and make the rules.