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


To: bgg who wrote (5454)4/20/1998 1:38:00 PM
From: StockMan  Read Replies (1) | Respond to of 6980
 
Bgg,
Re -- Who's growth is really slowing.

Cisco's of course!! Look at the figures. It is clear that the strategy (proprietary) Cisco is pursuing has failed. It has slowed down the Networking Industry as a whole and Cisco's growth. BTW, Bay has nothing to lose, Cisco has that HUGE Market Cap which will go down the tubes!!!

But then what can expect of a salesman like Chambers!!

Wonder if the Analyst sheep, will continue to chant the mantra of 30-50% growth (boy these analysts minds have slowed considerably and are operating in an environment 3-4 years back).

Stockman