Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: Jurgen who wrote (33867)	2/7/1998 4:12:00 PM
From: sepku	Read Replies (4) \| Respond to of 61433

>>>Too much hype with CSCO. Have you seen the report on CNBC yesterday ? They put them in the same league with MSFT and INTC. Trouble is - both have no competition, but CSCO has a lot.<<< Getting my ass kicked last year with a long-term NOVL investment taught me that market perception is often far more important than reality. Despite MSFT NT's immature capabilities compared to Netware, the market leaves Novell for the dead. Nevermind the fact that Netware and Unix dominate the market for networking software and abound with advantages over their fledgling NT rival. All the Street sees is the hulking shadow of MSFT looming over its rivals. Style Pts.