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

To: Process Boy who wrote (25767)	5/16/1999 8:46:00 AM
From: Freeflight	Read Replies (3) \| Respond to of 77400

50 day moving average has $145 CSCO by Nov 8; av. case. 200 day moving average has $128 CSCO by Nov 8; worst case. since 2,550 institutional buyers own 63.44% of CSCO then this is safest stock (besides MSFT) on the planet, with upside secure due to high barrier to entry for any new competitors. bonus is lack of gambling feeling inherent with coms, cien, takeover hopefull's etc. breaking $200 for CSCO by May 2000 is a no brainer!

To: Process Boy who wrote (25767)	5/16/1999 2:18:00 PM
From: Brian Malloy	Respond to of 77400

I don't think INTC wants to be the new CSCO but they do want a chunk of COMS behind and they have been targeting some of their lower end products over the past two years.

To: Process Boy who wrote (25767)	5/17/1999 2:38:00 AM
From: goober	Read Replies (1) \| Respond to of 77400

Process, I'm new to the thread and not the best to respond to your query, so I'll basically leave that to others. However, Level One makes the chips that can be used in set top boxes for broadband delivery, and they probably either have or are developing chips for cable modems. This market currently has a leader in Broadcom, particularly with its purchase of Epigram, but it is a fragmented market and much smaller than Intel's current market, and harder to compete in, but my understanding is that this is what INTC wishes to do.