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

To: Digitom who wrote (20251)	12/30/1998 11:34:00 PM
From: DownSouth	Respond to of 77400

> More little baby Cisco's incubating....... Cisco eats the young. TB routing is good for the market. What is good for the market is good for CSCO (and INTC, and PMCS).

To: Digitom who wrote (20251)	12/31/1998 12:22:00 AM
From: jach	Read Replies (2) \| Respond to of 77400

The problem is that CSCO's competitors are backing most of these startups, especially the ones that are promising. Intense competition will give CSCO hard times next year. The following startups are pretty much ready with their products, and some are even been tested by large Service Providers. They all have impressive products that are typically much better performance and at a lower cost compared to csco. Note the big names tele com companies that are backing up these startups, such as LU, NT and Ericsson. Interesting CSCO is not in there. What this also means is that it will be extremely tough to buy these startups for CSCO as the key competitors are with most of them. If these startups take mkt share away as in GBit mkt, csco can be in pretty deep trouble come next year. Target of around 50$ next year. all imo. upside.com