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


To: Frank A. Coluccio who wrote (20903)1/18/1999 1:46:00 PM
From: Mr.Fun  Read Replies (2) | Respond to of 77397
 
Frank,
Thank you for a very reasoned response. I hope that the cheerleaders and naysayers read this post and realize that both CSCO and LU have miles to go before declaring any kind of victory. I agree also that NT is the forgotten player here, with significant technical and marketing capabilities. My message to serious investors is to understand the challenges in front of these companies and follow the progress step by step.
Mr. Fun



To: Frank A. Coluccio who wrote (20903)1/18/1999 8:18:00 PM
From: voop  Read Replies (2) | Respond to of 77397
 
<Lest we forget, these companies are not, by any stretch of the imagination, the only contenders in the WAN and end-user convergence spaces. I'd watch Nortel's new unified networking framework for both its technical and marketing strengths>

Frank, where do you see TLAB in this story as it has no data networking partner and its competition is mainly LU and NT who have now done the dance. I think a hook-up with CSCO wopuld blow everyone away

VOOP