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: Kenneth E. Phillipps who wrote (16843)	9/7/1998 2:09:00 PM
From: Joseph G.	Read Replies (1) \| Respond to of 77398

Yes. But "financial services" and "electronics" industries account for about 40% of networking equipment market - two largest customers.

To: Kenneth E. Phillipps who wrote (16843)	9/7/1998 5:25:00 PM
From: aladin	Read Replies (1) \| Respond to of 77398

Kenneth, Bad example :-) during the last downturn in the early 90's Boeing invested heavily in automation technologies. The 777 program alone (right there in Everett) involved more than a billion dollars in Information Technology infrastructure. A good portion was network infrastructure. Also - everyone assumes L3 switches have awful margins. They also said that about access routers and fast ethernet switches. I can't remember seeing our margins decline when we took 1st in access routers or with fast ethernet :-) John