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

To: Network Pukka who wrote (25707)	5/14/1999 6:44:00 PM
From: Bindusagar Reddy	Read Replies (3) \| Respond to of 77400

Wrong, LU/ASND can supply everything any carrier needs. They are somewhat weak in the Routers. That is the only weakness which will be addressed very soon. CSCO has numerous holes, no optical networking, no Core switches, no major network management software, no wireless products. All they are is a supplier of commodity LAN switches and OLD FASHIONED technologically behind Routers(Juniper and other startups have better next generation Routers, one of them will be acquired by LU). CSCO will become another 3COM by next year with flat revenues. Do some home work, before investing serious money. Above all LU is armed with the BRAIN of BELL Labs behind it. Market does not understand the value of the Bell Labs. BR