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Technology Stocks : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: Doug who wrote (4489)3/9/1998 6:37:00 PM
From: Ling Chen  Respond to of 6980
 
I was not suprised to see CSCO will have slower growth.
They don't have new products, they are more like a marketing company, buying technology by acquiring a company, looks like it doesn't work out very well with their GB technology. Their router business, which is their hi-end business face tough challenge from Bay's layer 3 switch. Their stock is extrmely over-valued compare to other network stocks. Probably it's good time to short this stock. because momentum
has gone.


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