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


To: hitesh puri who wrote (25370)5/11/1999 6:08:00 PM
From: bgg  Respond to of 77400
 
Hitesh -- Newsflash: I'm talking about WAN edge versus WAN core -- not LAN edge versus LAN core. When COMS talks about the edge, they are talking about their $5 NICs.

Level set: It would certainly be better for CSCO if they had a strong IP-ATM core switch offering. But, they do have a strong portfolio and presence where the big dollars are. Not best case, but not far away from it.