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

To: Mr.Fun who wrote (21258)	1/27/1999 4:39:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 77397

Kodak is an example of how trade barriers and government sponsorship can give a competitor an advantage. Motorola... there's a good example of corporate implosion. You've got me on that one. OG

To: Mr.Fun who wrote (21258)	1/27/1999 4:48:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77397

Interesting release: biz.yahoo.com Could be the reason for the drop in CSCO and the increase in NT today. OG

To: Mr.Fun who wrote (21258)	1/27/1999 8:29:00 PM
From: RetiredNow	Respond to of 77397

your comment <rather, whether like Intel competition will yield a period of slower growth, tighter margins or both. Cisco is in the midst of a massive transition> Hey Mr. Fun, I don't think there is much to worry about. The growth will be there simply because there is more business out there than people realize. Just think of the Europeans and Asians, neither of which have the infrastructure that the US has currently. There is about $300 billion of antiquated equipment that needs to be updated, not to mention the emerging markets as in Asia. Even if competition is fierce and Cisco only get 30% of the entire world market, you're still talking about a company that will triple revenues in the next 3-4 years. You can bank on that.