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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 78.03+0.8%Nov 14 9:30 AM EST

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To: telecomguy who wrote (33558)4/8/2000 11:37:00 AM
From: Zoltan!  Read Replies (1) of 77399
 
Whoops! NT confounds Telecomic by rejecting its old style vertical integration (which he claimed was it great strength) and going horizontal (as Cisco showed was best long ago despite whatever Telecomic said). So goes NT as it continues to try to ape "The Winning Team". You may note that observers agree that NT is far far behind in their attempts to get with it:
dailynews.yahoo.com

Nortel is not alone in trying to pare back operations to its key business -- a strategy perfected by Cisco Systems Inc. (NasdaqNM:CSCO - news), the world's largest supplier of equipment that powers the Internet, MacLellan said....

...``Nortel, Newbridge, Lucent (Technologies Inc. (NYSE:LU - news)), IBM -- any of the firms that grew up in the old world -- have come, to varying degrees, a relatively decent way,' MacLellan said.

``But they still have, in my mind, a long way to go yet...it's always hard to reinvent yourself.'

The growing trend to outsourcing is seen as a boon for such contract manufacturers as Montreal-based C-MAC Industries Inc. (Toronto:CMS.TO - news) and Toronto-based Celestica Inc. (NYSE:CLS - news)(CLS.N)

....``It helps position Nortel as a more agile and fast-moving company,' said Nortel spokesman David Chamberlin....


They can try for appearances, but we know Cisco is the genuine thing, not some petty poseur.
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