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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.40

-1.4%

Jan 14 3:59 PM EST

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To: telecomguy who wrote (31450)	1/25/2000 11:23:00 PM
From: telecomguy	Read Replies (1) of 77400

Straight from Roth; This CEO appears to truely understand the nature of the game right now imo. This statement alone is significant -- perhaps more so than any others in this interview. Speed, Agility, Understanding of WHERE THE MARKET & TECHNOLOGY is heading towards and mobilizing his troop to anticipate the seismic change as the entire world gets W.A.N.'ed through Internet & Fibre is what makes Roth a truely the right CEO for networking company. NT has huge lead in Fibre Optics, and are right up there in the Access and Wireless --- three HUGE new markets that are going to explode. Where does CSCO fit in? Roth: The Bay acquisition was powerful from a number of angles. I read in the paper now where corporations outspend me buying other companies. But at the time, it was a major declaration that we were serious. Bay is really useful for agility. Speed is one thing, but agility is crucial, especially in this industry, which is changing so rapidly. Agility is more than speed because you can change directions. Speed means that you are going really fast in one direction. But can you turn?

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