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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 77.38-0.5%Nov 18 3:59 PM EST
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To: Bindusagar Reddy who wrote (30371)12/16/1999 11:01:00 PM
From: telecomguy  Read Replies (1) of 77400
 
Absolutely, that's what I been trying to tell anyone that talks about "boxes" and "technology" as the end-all and be-all to winning in the public network market.

One of the reason why Roth is buying start-up companies more aggressively is that (aside from the fact that he CAN now because of high share price) NT like Lucent and Cisco has a crying need for top-notch engineers & system level software Ph.D's...........there is an absolute shortage of the propeller heads now and in fact QTera buyout was as much a top-notch engineering recruitment exercise as it was about buying new technology.

And this point goes back to what I said......it's not JUST boxes, routers, switches, modems, it's more important to put this all together (I love that commercial "Comer Together Right Now, Over ME"!) and implement it ON TIME so the service providers don't miss service launches or lose market share to competitors who DO implement new network services on time.

Cisco should concentrate on buying one of the OLD-WORLD switch vendors like Ericsson or Alcatel --- what a CONCEPT. If Chambers had enough brains to have realized that buying one of the big vendors for $50 billion (with their nice revenue stream and 100 years of political connections and experienced Telco engineers), I would not be here on this thread warning the poor Cisco (sorry Rich Cisco) shareholders!
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