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

To: Mark Ambrose who wrote (12447)	2/13/1998 4:03:00 PM
From: sepku	Respond to of 77400

Thanks for posting Jubak excerpt...I haven't a clue why the link didn't work for me. It's interesting that he mentioned that one of the most shining details of the last earnings report from CSCO, was the company's gain in ATM switching market share (I guess it can't be enterprise switching, since Dell'Oro contradicts this), yet he is also bullish on ASND -- both being "Jubak picks" from last Fall (unfortunately, his timing was off on ASND). Either he must believe ASND is capable of holding its own and share the space with CSCO in the ATM marketplace, or CSCO will simply seize marketshare at the expense of the other players...or both. Style Pts.