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

To: emichael who wrote (11707)	1/22/1998 11:22:00 PM
From: Mo Chips	Respond to of 77400

I've owned csco for a while with an ave cost below 35. I was thinking of writing calls against my position. The July 70s at about $3 look attractive. Anyone have an opinion on if this is a good idea? Mo

To: emichael who wrote (11707)	1/23/1998 10:02:00 AM
From: John Stichnoth	Read Replies (1) \| Respond to of 77400

Informative group of announcements you have gathered. It's clear the xDSL (Particularly ADSL) market is gaining momentum. (I'm in it through Pairgain, which cross-licences with Aware). You submitted this post in response to the SBC-downgrade post. Are you implying that xDSL presents a threat to CSCO and other router/switch marketers? I thought the two technologies were complementary, as the telcos will have both bandwidth-enhancing products in their shops, and thus will need better switches/routers to direct traffic? Am I confused? (Well, yes I am confused about a lot of things--but is my understanding of these two product groups accurate?) In any case, the effect of the xDSL products will be delayed until the end of 1998, I understand. The roll-out on these products just seems to be taking forever. js