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


To: Techplayer who wrote (24467)4/17/1999 2:10:00 AM
From: Freeflight  Respond to of 77397
 
varbusiness.com



To: Techplayer who wrote (24467)4/17/1999 12:27:00 PM
From: The Phoenix  Read Replies (1) | Respond to of 77397
 
Look at the investors in Juniper... No way they let it go to LU.

OG



To: Techplayer who wrote (24467)4/18/1999 7:10:00 AM
From: Zoltan!  Read Replies (3) | Respond to of 77397
 
If you haven't noticed, Cisco is invading and taking LU's turf. As for Cisco's carrier business, it is growing at a 70% clip.

Sure, LU is an obstacle as you say, but I do not view its large size and lumbering lethargy as so much attributes against Cisco's legendary management and networking prowess. LU is old world but still appeals to utility investors who like the old dividends and consistency of managed results. There are indications that does not appeal to much of ASND's talent, as many reportedly transition toward the exits.