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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.53

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9:45 AM EST

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To: Kenneth E. Phillipps who wrote (49573)	3/3/2001 9:37:13 PM
From: Jacob Snyder	Read Replies (1) of 77400

Yes, very interesting. I was going to post that article; then I saw you already had. This is a fundamental change in Cisco's business strategy. Odd that Chambers is denying the obvious. If this continues for more than a few months, then we are going to see if Cisco can do something they've never done before: develop products in-house. And it sounds like most of their cash is already committed, something I didn't know. If they can't buy their product pipeline, and can't develop it in-house, then..........

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