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

To: KYA27 who wrote (21085)1/23/1999 12:39:00 PM
From: Bindusagar Reddy  Read Replies (2) | Respond to of 77397
 
How about Nortel. THey are not going to sleep either. They just announced increase of orders from williams from 300 up to 600 million dollars. That bodes well for telecom industry in general. Telecom industry will grow to be a 600 billion dollar industry in next 5 years. I agree there will be more than one winner. But LU will be the biggest winner.CSCO has to prove that they are a Telecom player. So far they have done well in enterprise networks, which are not necessarily up to the TELCO standards. They are making noise, does not mean they are delivering. They need to deliver reliable networks to TELCOs. Telecom is a differant ballgame.

BR




To: KYA27 who wrote (21085)1/23/1999 2:03:00 PM
From: WeisbrichA  Respond to of 77397
 
<-OT->

"I think if your playing just LU OR CSCO your stupid"

Your stupid, his stupid, whose stupid is it. YOUR right to be your worst enemy. Your wrong and you're wrong.
:-)
RW

PS: CSCO, Dell, LU, MSFT, ATHM, CTXS, T + several funds - my "balanced Portfolio"


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