SI
SI
discoversearch

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 76.71+0.9%12:18 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Zoltan! who wrote (30588)12/22/1999 11:13:00 AM
From: telecomguy  Read Replies (1) of 77400
 
Roth: As careful as Roth is not to slight any group within his own company, he will readily take out after the competition. In response to some of Cisco's recent acquisitions, Roth says: "Cisco is trying to diversify its portfolio and get into other fields. I'm not too sure that Cisco knows what it's getting itself into." No mincing words there.

In one fell swoop, Roth tackled Cisco and Lucent: "Well, Cisco's and Lucent's products in those areas [for carrier networks] are basically Stratacom and Ascend, and those are both enterprise-class products. They were never meant to be put in a network of that size," he says.

NOW, HERE IS A DOWN-TO-EARTH CEO WITH ENGINEERING PEDIGREE THAT NEITHER MCGUINN & CHAMBERS POSSESS.

YOU CAN'T WIN WITH MARKETING PROWESS IN THE CARRIER INFRASTRUCTURE BUSINESS (THE CUSTOMERS - PTT'S) ARE TOO KNOWLEDGEABLE AS A PURCHASER.

CSCO & LUCENT HAS HAD SOME MAJOR PRODUCT FAILURES CAUSING MAJOR PROBLEMS IN THE NETWORK. CARRIERS HAVE LONG MEMORY AND DO NOT FORGET THAT EASILY. AFTER ALL, WHEN NETWORKS GO DOWN, JOBS ON THE LINE.

THIS IS WHY NT WILL COME OUT AHEAD OF CSCO AND LUCENT (ACTUALLY CSCO IS NOT EVEN THERE IN THE PUBLIC NETWORK MARKET -- IT'S ONLY IN CHAMBERS DREAMS AND THEIR PR THAT CSCO IS A PLAYER IN THE PTT MARKET).

WHY DENY REALITY? SELL CISCO AND BUY NT OR KEEP CISCO BUT BUY NT AS THERE IS STILL A LONG RUN-UP LEFT!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News