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

To: sepku who wrote (10996)	12/16/1997 9:34:00 PM
From: Zoltan!	Read Replies (3) \| Respond to of 77400

>>That's odd...I don't recall ever having mentioned TA on this thread in the past several weeks, if at all. Let's see, first Paul seems to believe I made all sorts of uncanny precise trades over the past year, and now you believe I'm a TA-fan...amazing! So it's straight voodoo then? I prefer visceral vision. >>In ATM ASND is quickly gaining ground (23% as of Q3). Its routers are gaining momentum, having won orders from UUNET (a long-time customer of just CSCO routers) this Fall. ASND competes to no significant degree in any other areas against CSCO...so with all this in mind, where is the roadkill? That not what the Dec 9 Red Herring reports: He also points out that UUNet, one of Juniper's backers, just signed a contract to use Cisco's high-end routers for the next year. "I think it shows that [Juniper] isn't ready for prime time," he says. Maybe, but we'll tune in next year. herring.com As for ASND in particular, there are many other beaten down stocks with far better prospects as investments. I haven't found any research which maintains that ASND is any threat to Cisco while I have found a surfeit that projects Cisco as a grave threat to ASND in markets it once had to itself (remember Chambers has stated Cisco will be #1 or 2 in each market it enters). And I think the buyout rumours/hopes (and of course, the collapse in its stock) are more than endorsement of that fact. They are the starkest confirmation. Regards