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: Frank A. Coluccio who wrote (14870)	6/30/1998 1:50:00 PM
From: Jeff James	Read Replies (1) \| Respond to of 77400

>>Exactly what I was driving at. If an ATT can decide to spend tens of Billions to take several steps backwards in technology to advance a few steps forward hopefully in three or four years, then I suspect that IBM might be willing to take several steps forward to be even that much more ahead of the game, immediately<< You bring up a really interesting point here - I have always been impressed with Big Blue's vision. Our industry tends to deal with cycles that revolve around quarters, or even months these days. IBM has the ability to view events in terms of decades or beyond. I think if they viewed CSCO as eating away at part of the market they were truly concerned about, they would have already had a reaction. They seem to fight (or merely overpower) when cornered, but nurture those that help build markets for them. Hell, I'm long on both, so as long as they aren't at each other's throats, I'm happy. As far as Advantis or GDN, I deal mainly on the emulator side of the business, so I'm not really sure. - JJ