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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Peppe who wrote (18424)	10/26/1998 11:09:00 AM
From: Eric	Read Replies (1) \| Respond to of 77397

Peppe I gave up on Fore a long time ago! Eric

To: Peppe who wrote (18424)	10/26/1998 2:00:00 PM
From: JRH	Read Replies (1) \| Respond to of 77397

Peppe: Look, they didn't give the router business to Packet Engines, Juniper, Avici, or any of the other guys that are supposedly stealing CSCO market share!!

To: Peppe who wrote (18424)	10/26/1998 10:59:00 PM
From: jach	Read Replies (4) \| Respond to of 77397

This is like a hype in announcing product that will take quite some time to get to mkt. IMO, it is interesting to see when asnd and fore are getting real contracts and csco is doing the hype. And, btw, bellcore is not bell labs (LU) and most of the technical people know what the big differences are. IMO, CSCO at this point has so much competition in all segments from startup to established telecom companies that there margin will drop significantly. One can look at the disk drive, semi and RAM mkt. If the profit margin drops to 20%, IMO, CSCO will be around 45$.