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


To: Josef Svejk who wrote (21899)2/3/1999 6:35:00 PM
From: Frank Povoski  Read Replies (3) | Respond to of 77397
 
Here is the BIO on the Telcom analysis at Sutro:

Patrick Houghton, Senior Vice President—Senior Telecom Analyst

Patrick Houghton is a senior research analyst specializing in covering investments in the field of high technology networking and telecommunications. Before joining Sutro & Co., Mr. Houghton covered telecommunications for Wheat First Union and before that, worked as an analyst with Smith Barney, Inc. Mr. Houghton has been selected for the prestigious All-Star analysts team by the Wall Street Journal. He earned a BS in chemistry and chemical engineering from the Massachusetts Institute of Technology and an MBA from Stanford University.

I am sure a smart guy but he does not know csco.

I consult to a number of Fortune 500 companies and the Cisco equipment
continuously rolls in the doors. Right now a big upgrade to 100T is on they are the only vendor of routers and switches at these companies.