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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.40+0.4%10:16 AM EST
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To: telecomguy who wrote (29926)12/3/1999 10:43:00 AM
From: Zoltan!  Read Replies (1) of 77400
 
You are most certainly blowing hot air. It is universally recognized that Cisco has far better management than any company they compete against and that most certainly includes NT. Chambers, Valentine, Morgridge and company are more than a match for your old guys.

>>With all due respect, Cisco admitted that they have no strategy right now.

Your input has little value and not just because you appear semi-literate with all those spelling errors. You apparently cannot read. Cisco's strategy was well-stated for those who can.

You think LU/NT's vertical integration is an advantage over Cisco's horizontal model. That is precisely the "Old World" thinking that Cisco derailed while becoming the most successful technology company in history. As Chambers has stated many times, Cisco's structure has been and shall continue to be a key advantage allowing Cisco to react far better and faster to changing technologies than either of the old companies.

>>How many times have I seen a company who suceeds in one market and believes that they can just as easily conquer the next market -- not realizing the world-apart difference in competition and success drivers between the $20K router market and $100 million toll quality network switching market!(sic)

And how many times have old line companies been displaced by younger, faster and richer rivals?
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