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Pastimes : G&K Investing for Curmudgeons
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To: Uncle Frank who wrote (115)11/29/1999 11:24:00 PM
From: JohnG  Read Replies (1) of 22706
 
FranQ. I've never seen so many wussies worry about something at one time.
JohnG

To: FedWatcher who wrote (51996)
From: JohnG
Monday, Nov 29 1999 11:07PM ET
Reply # of 52002

FEdWatcher. Think of this as a despiration move by CSCO.
Their current franchise is under attack from every direction.

Do you think all those US cable companies will stand buy and let their franchise
evaporate. No, they will consolidate and do what they need to do anyway to offer cable
modems, phone service and internet. Do you think AT&T will let CSCO siphon off all
their cable customers to wireless. Do you actually think people in less wealthy countries
will buy two phone services or be content with a mobiye CDMA service that servs both
purposes.

Do you think CSCO is so brilliant that it will suddenly deploy on a timely basis a massive
untested but workable wireless service out of nowhere. Do you really think CSCO can go
into the "just add water" instant wireless business? CSCO has a lot if resources, but
magic isn't one of them.

Really, we must not be scared of our shadows here. Perhaps this is a grand negotiating
gambit from CSCO and others to get a better deal on HDR. HDR is a this year
technology. CISCO's has many of the charachteristics of vapor ware.
JOhnG
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