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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.11

+0.9%

Nov 21 9:30 AM EST

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To: telecomguy who wrote (39770)	9/6/2000 10:07:44 AM
From: The Phoenix	Read Replies (1) of 77400

Telecomguy, First if you knew how to read a P&F chart you would understand that there is quite a bit of information in them. Coupled with good fundamental analysis P&F provides investors with insight on when to buy, hold, and sell stocks that one has identified as a prospect via fundamental analysis. As for the fundamentals NT is indeed doing well in the 10G optical space but this wasn't due to execution it was do to the fact that they lost in the 2.5G space to companies like Ciena. This was embarassing for NT who has spent thousands of man years on optical development. So they leap frogged and went to 10G, sewed up capacity as a method to keep competitors out and they're in a good position..... in the 10G optics space.... THAT IT. Nothing more. Furthermore if you look at provisioning systems and the control plane work being discussed at OIF... and if you understood it you would find that it is not CSCO that is likely to be marginalized. That being said you brain is so focused on bits and bit delivery that you miss the issue of service delivery. This is the same discussion we have had many times. Optics is THE premier way to deliver bits - but it can not/does not deliver services. So while I like NT's position and have an investment in them I believe that CSCO will do fine in penetrating a "fair share" in the optical market and continue to own the enterprise and execute in IP based service for the carriers. NT does not dominate networking now... not by a long way... and I don't expect they ever will. They lack talent and execution. I should point out that the optical market came to them ... after what... 20 years of development the market finally needed a product that NT developed (other than the old cicuit switch). CSCO is all about attacking and making markets. There is a distinct difference. Think about it... you'll get it. OG

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