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

To: Bindusagar Reddy who wrote (21086)	1/23/1999 2:27:00 PM
From: JRH	Respond to of 77397

How about Nortel. THey are not going to sleep either. Nortel is a combination of two also-ran's. Look at what Synoptics and Wellfleet did when those two also-ran's combined! IMO, NT will make money, but they are not going to dominate the industry like CSCO has and LU has. CSCO has to prove that they are a Telecom player And LU has to prove that they are an IP player! Surely buying ASND isn't going to give them the leg up over the king of IP! But, nonetheless, both LU and CSCO have to change and learn new things in order for them to win in the new market place. The question is, who will make this change faster and successful? I have my bets on CSCO and LU, so either way I win. But, IMO, CSCO has historically shown that it can come into a new arena and clean house. "Old World" companies have not shown that they can do this yet.... JMO, Justin

To: Bindusagar Reddy who wrote (21086)	1/24/1999 7:49:00 PM
From: mauser96	Read Replies (3) \| Respond to of 77397

H&Q has just released a research report about equipping tomorrows networks.In the report is a chart showing weaknesses and strengths of various companies. According to the chart Nortel has a much broader range of strengths than any of it's competitors, including LU and CSCO. We should be glad this company is neglected by analysts because it gives us a chance to buy shares cheaper. They will catch on eventually. I own all 3 (CSCO, LU, NT) but think that the only relative bargain in the group is NT. BTW, anyone interested in an easy to understand primer in the telecom area should check out "The Essential Guide to Telecommunications" by Anabel Z. Dodd. It's available at Amazon.com.