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 : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (51658)	8/5/1998 9:45:00 AM
From: Tim Luke	Read Replies (3) \| Respond to of 61433

and now the dow heads south no surprise

To: The Phoenix who wrote (51658)	8/5/1998 10:11:00 AM
From: Bindusagar Reddy	Respond to of 61433

Gary, I love CSCO in the enterprise space, they will continue to perform well. Networking is going to be huge area. I sold year 2000 puts in CSCO. That is how I am long on it. I want them to do well. Buy Mr. Chambers doesn't need to blow smoke about their leadership in Carrier market. Look how he doesn't like to breakdown the revenue by carrier vs enterprise. That tells you something. These days with sophisticated systems it is easy to breakdown the numbers. He wants everybody to know they are here and they are there without showing the numbers. THey are making most of their money by selling their bread and butter ROUTERS. Watchout if someone comes with a great competing product for their Routers, which unlikely. (that is my only concern)If it ever happens you can what might happen to CSCO. Right now they are deeply entrenched in Enterprise market. It is their market to lose. Good luck to both ASND, CSCO BR