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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.08

+0.1%

Nov 7 9:30 AM EST

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To: Monty Lenard who wrote (35393)	5/10/2000 9:50:00 PM
From: lawdog	Read Replies (2) of 77397

Anther bearish article. This at TSC. Shining a Light on Cisco's Opticals Weakness By Scott Moritz Staff Reporter 5/10/00 8:39 PM ET thestreet.com [excerpt] "Investors have long known that Cisco dominates the market for equipment that connects computers. But now they're catching on to the fact that it is scrambling to catch up in a less sexy but equally lucrative area: the market for equipment that enables people to talk to one another. Cisco's earnings report showed sales to telephone companies rose just 15% from second-quarter levels, falling short of many observers' expectations. Now, having lost out to rival Nortel (NT:NYSE - news - boards) in a key acquisition, Cisco faces the prospect that weakness in optical transport equipment -- the backbone of next-generation phone carriers -- could further pressure a stock that, at 170 times trailing earnings, is still rather pricey. "Nortel has always held the high end of the high-speed market and this sort of solidifies their positioning as the player to beat," says Cooperson. "It's clear Cisco wants to play in the long-haul market. The question is whether they'll be able to do it internally ... or externally through another acquisition.'" Ah oh mercy, mercy me Ah things ain't what they used to be, no no Marvin Gaye

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