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: djane who wrote (15480)	7/31/1998 2:24:00 AM
From: Ibexx	Read Replies (1) \| Respond to of 77400

djane, Re. get real You would be a prime beneficiary of your own advice. As to old Noel of H&Q, I know that bunch too well--having had an account there for years and spoken to many analists in person. Let me repeat: ASND ian account there for years.s still in the minor league--not even a distinct second. (And I made $$$ being in and out of its options, too). Ibexx (last msg to you and no need to reply) PS: check up on all Noel's calls--you might be surprised at his track records.

To: djane who wrote (15480)	7/31/1998 2:27:00 AM
From: Scott Yow	Read Replies (2) \| Respond to of 77400

Maybe you could elaborate on the "better positioning in the carrier/ISP/CLEC/WAN space" I think there are many would would beg to differ... Lets hear of specific examples of tier 1 providers going ascend... educate us all.. i'm sure others would like to know as well..

To: djane who wrote (15480)	7/31/1998 2:54:00 AM
From: Bindusagar Reddy	Respond to of 77400

I agree with Djane 100%, I could not have said any better. You hit it on the nail. Looking forward things are looking favorable. I think CSCO and ASND may become CPQ and DELL of networkers while LU might be the IBM of networkers with lower margin and higher sales. Friends world is much bigger than your imagination. We are in the INFANCY of development of THE NEW PUBLIC NETWORK with Voice,Video and Data. Overall Market is bigger than most analysts project. As the market is growing analysts give running commentary how big the market would be growing forward. Look at PC market how much it expanded in last 2 years, Dell with some 10% market share is batting 3.5 - 4 billion Quarterly sales. I for one who did not expect such a rapid growth in overall PC market. Folks the new generation Networks, internet will grow faster than expectations producing several winners that you never heard of. Once ASND start selling 1 billion/Quarter with 15-20% net margins, the street will suddenly like it and think it is cheap. It may happen sooner than later. Where as CSCO might get even bigger connecting all the world wide ENTERPRISES MAY BE ENTERPRISES ON other PLANETS if CHAMBERS CAN SELL IT. Good luck to all longs of CSCO, LU and ASND may be other unknown superstar networker in making. Never count the developing companies out. They can become overnight sensation in this market especially high techs. Good night, BR