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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 72.11

-0.3%

Nov 5 3:59 PM EST

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To: RetiredNow who wrote (66618)	11/28/2004 11:55:55 PM
From: Elroy	Read Replies (1) of 77397

Elroy, you miss my point. Look around on the web for an article on 3Com and Huawei. They are already starting to squeeze Cisco's margins and that trend will continue. This is just wrong. The 3Com - Huawei approach (compete with CSCO on price) has failed for the past 15 years as corporations that have CSCO equipment don't want to put a 2nd vendor into their network. Their JV may cause competition in China, and some areas in Asia, but competing with CSCO on price has NEVER succeeded, so there is no reason to beleive it will now. Citibank is not going to suddenly start buying 3Com-Huawei ethernet switches because they are 30% less than CSCO ethernet switches. But I agree the options problem stinks. With $400m per month in operating cash flows, CSCO's cash position should go up $1B per quarter, but instead they use all the money to buy back the stock that they give away to their employees. Investors are getting the shaft.....

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