There's not much glamour in the Internet router business. The VCR-size boxes that weave computers into networks belong to the realm of techies. Late at night, when corporations sleep, "geek squads"--the human infrastructure of the information age--stuff routers into closets, under desks or anywhere out of sight. It is not a business that produces headlines.
It does, however, produce stock market rockets. Networking stocks have helped push the tech-laden nasdaq exchange to new highs, and Cisco Systems--a networker whose stock has risen more than 12,000% in the past seven years--is the Apollo of the group. Fund managers trip over themselves to...
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