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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.32

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3:59 PM EST

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To: telecomguy who wrote (48125)	2/6/2001 1:16:10 PM
From: The Phoenix	Read Replies (2) of 77400

telecomguy, I can only tell you what I see and I have seen Cisco - as a matter of course - stay out of the manufacturing and component businesses. My sense is that eventually these components become commodities and so the value add in owning such a business to the underlying systems business isn't that great. I don't think a company has to be vertically integrated down to the components in order to succeed. And in some cases this could be a detriment since it limits second sourcing and perhaps limits best of breed purchasing. Bottom line - Cisco appears to be an equipment company - not a component company. As for the JDSU/SDLI merger... I'm actually a little surprised the FTC approved it.

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