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

To: Tulvio Durand who wrote (12404)	2/11/1998 1:15:00 PM
From: Ibexx	Respond to of 77400

Tulvio, It has been known for sometimes re. INTC's strategic initiatives toward the networking space. I think the real intention is to "widen the ramp" in order to create/expand Intel's markets for high performance CPUs. The no. 1 victim has been--and shall be for the foreseeable future--COMS. As to CSCO, Intel recently reiterated its intention to partmer closely with a number of high tech giants, and CSCO was included on that list. I shall try to dip up that reference for you from my files. CSCO has the high-end core business and is supported by its IOP system. Among all networkers, it is less vulnerable to Intel's threat. Just some personal thoughts. Ibexx PS: 207.183.153.220 In the enterprise area, Intel will continue to leverage its OEM agreements with major networking vendors Cisco Systems Inc. and Bay Networks Inc.