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: Miguel Octavio who wrote (17858)	10/6/1998 9:59:00 PM
From: Mo Chips	Read Replies (1) \| Respond to of 77400

I work for an company with an internet presence. We are looking to upgrade our network infrastructure, guess which company's products we are going to buy... We are also looking at new isps. We met with a new company that has a very interesting alternative to the traditional backbone providers (BBN, UUNET, etc.). Their offering could potentially eliminate a lot of the traffic between the major public switches connecting the large backbones. Guess who's routers they use.... And they are in major growth mode. Fact is, CSCO is de facto the company where to buy this equipment. CSCO is susceptible to a downturn in demand, don't get me wrong. But long term, this baby will be ok. Mo

To: Miguel Octavio who wrote (17858)	10/7/1998 1:44:00 AM
From: Gemini	Read Replies (1) \| Respond to of 77400

Excellent post Miguel. There's nothing wrong with competition and there's enough international business to go around for a long time. Why all the concern about Lucent and other wanna be's? Let's get real here. Cisco has been #1 ever since its founding; they're not about to lose that designation anytime soon if ever. Yes the stock is in a correction phase like all other tech issues. But who can honestly say it won't be making new highs when it regains its upward momentum? Allan