Cisco Systems, Inc. (CSCO) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.76

-0.7%

11:10 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Brian Malloy who wrote (27669)	8/17/1999 7:41:00 AM
From: Michael F. Donadio	Read Replies (3) of 77400

<< If LU buys up the technology but can not integrate it or keep the key people that know the software/hardware then the future will not be as bright.>> Chambers has criticized many Lucent acquisitions. Now we may see why. MCI WorldCom placed the blame on equipment from Cascade. They said that Lucent did not seem to have technical people around who understood the technology. This is a serious indictment. MCI WorldCom is sure to lose some business, but the real loser is LUCENT relative to CISCO. When Cisco's Stratacom went down last year it was up in 24 hours, and that was considered bad. 10 days is in a different league all together and they still don't really know why. Also may be greater appreciation for newer technologies like ATM and vendors like NN. Lucent has become an unknown and dangerous quantity with respect to IP. Back to circuit switches for them. Michael

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next