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

To: Glenn D. Rudolph who wrote (12829)3/7/1998 5:20:00 PM
From: rhet0ric  Read Replies (1) | Respond to of 77400
 
I do have a concern that CSCO's largest margin product, large routers, will not be in as much demand within the next year.

Why? Because of reduced growth in the Internet, a replacement product, or...? I'd be curious to know your reasoning.

rhet0ric



To: Glenn D. Rudolph who wrote (12829)3/9/1998 8:04:00 AM
From: Clint Todish  Read Replies (1) | Respond to of 77400
 
Demand for large routers should continue to grow over the next
few years. They are still the mainstay for high density WAN
apps, Internet/corporate backbones, and telephonic stuff. With the
constant demand for more Internet bandwidth, I don't think there's
gonna be any reduction in big router sales for the foreseeable
future.

-C


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