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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.94

+1.1%

Nov 28 9:30 AM EST

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To: Roger who wrote (26828)	7/12/1999 7:37:00 PM
From: Mighty Mizzou	Read Replies (5) of 77400

Anyone have any ideas? It's CSCO's ridiculously high PE amidst failures in the high margin carrier sector and subsequent refocusing on the SOHO market. The Pacific Rim is starting to dominate the low margin SOHO market that CSCO wants a part of. Pac Rim slave masters can easily squeeze US companies out of commoditized low margin markets (small switches, hubs, and routers). CSCO doesnt manufacture anything but vaporware and invoices. LU and NT will continue to squeeze CSCO out of it's dominant enterprise position because they can insure QoS from the enterprise, across the network, and back because all of their boxes will interface with each other seamlessly instead of protocol translations from stodgy ole CSCO to LU/NT back to CSCO. Tag switching to ATM/IP back to tag switching is ludicrous. There is a very real possibility ATM might be going all of the way to the desktop. CSCO is fighting this tooth and nail. One big gun against an army of big and little guns. Guess who wins? (Dont ask OG...) Plus the fact that CSCO doesnt have any network management software that is worth a darn. A BIG reason LU bought ASND was for it's IP Navigator. Software is where it's at. Just ask Bill Gates or the folks at Juniper!

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