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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.38

-0.5%

Nov 18 3:59 PM EST

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To: bambs who wrote (40111)	9/25/2000 8:43:49 PM
From: The Phoenix	Read Replies (2) of 77400

Bambs, Two things. First this is the type of shot that causes problems.. Good luck with your "no risk CSCO investment" That's like begging for an argument. So, well.... let's cool it... As for the article. Telephone spending is the focus of the peice. And telco's are spending less on old world circuit switches than ever before but will be spending a little on new world IP telephony. IMO CSCO loses nothing and only gains by this move. CSCO is far less exposed to tradional carrier business than the likes of NT and LU (which I also hold) so I don't think the impact should be that great here. I'll tell you what's funny though. SO many people talk about how CSCO doesn't have enough exposure or penetration into the telcos - suggesting that it's CSCO's weakness, yet when these same people site weakness in telco spending they suggest that it will impact CSCO. Funny - huh.?? <ggg> Just one question though. How does consolidation reduce telco spending? I wonder how this fellow came to that conclusion. Ah well. He's entitled to his opinion.

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