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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.03

+0.8%

Nov 14 3:59 PM EST

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To: Ed Forrest who wrote (51412)	4/16/2001 1:30:38 AM
From: elmatador	Read Replies (1) of 77399

Near term is easy. The customers purses will keep closed. CSCO will feel the squeeze and start cutting costs. This is where we are today. It's been done nicely by mngt: good severance pay for the remaining troops keep high morale. Lets see if we start a dicussion here: Next, by Summer, it is necessary to cut costs deeper. By autumn it will dawn on everyone that the downturn is here to stay. The second semester there will be soul searching "What have we done wrong?" CSCO people will be asking. By about September this year in this Thread there will be some postings asking this questions too. Should CSCO have gone into wireless by buying ERICY or ALA? Should CSCO allied itself with MSFT and bought British Telecom? or was it a complete wrong startegy for CSCO to go try to go into telco space? Should CSCO had better instaead tried to dominate the space of EMC and win there rather than in the telco space? Keep a very close eye in CSCO's Optical Networking. It will be very problematic. CSCO stretched too far away from its roots going into transport. I think it will start contracting back to where it started.

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