Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: StockMan who wrote (14005)	5/6/1998 8:40:00 PM
From: Curtis E. Bemis	Read Replies (1) \| Respond to of 77400

What I think he was referring to was the situation at Bay. He must be an astute observer and notices how Bay attempts to compete. He probably sees what it did to Bay and wants to avoid it-- No ?? "Competition is not always a healthy thing", Chambers said. "It could result in growth that is slower than the industry," he said.

To: StockMan who wrote (14005)	5/7/1998 12:30:00 AM
From: Ed Robichaud	Respond to of 77400

Actually Stockman I have heard that one before. You must have a short memory. Seems as if a one of the great pioneers of the Valley once wrote a book on it. Called "Only the Paranoid Survive" Read the book, sounds familiar. We all know him as Andy Grove CEO of Intel. Looking at the results of Intel during Grove's reign, I say we Cisco shareholders are going to enjoy our rise. "We remain paranoid about the competition both from start-ups and traditional competitors in the voice market," Chambers said. "Competition continues to intensify. Many enjoy a large install base, and the large players with deep pockets will make it challenging." I just bought my first shares of CSCO and have enjoyed the rise. What a company! My .02