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Technology Stocks : BAY Ntwks (under House)

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To: Paul Fine who wrote (4238)2/17/1998 6:03:00 PM
From: G. Richmond  Read Replies (1) of 6980
 
Paul,

I think what your referring to is VDV not DVD. VDV is what Chambers calls Voice Data Video. DVD let's you watch movies from a CD on your PC. Not Cisco's gig. ( hmmm... no pun intended there ) In the conference call, Chambers mentioned they planned on hiring 1500 people but that would be spread between engineering and sales. He also mentioned they wanted to partner with Nortel or Lucent. Personally, I don't see this happening as Cisco is very open about there intentions to move into LU an NT playing field and I can't imagine these guy's getting in bed with the enemy.

One other thing about Cisco sales people, I know a few and they tell me that their territories are getting smaller and smaller with all the new people. This in turn means less and less opportunity for $$$.

GR
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