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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 75.46-3.7%Nov 20 3:59 PM EST

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To: MU Lation who wrote (13009)3/20/1998 5:54:00 PM
From: StockMan  Read Replies (2) of 77400
 
Re -- Used to be more of a technology leader until they built a large, loyal customer base which has to be taken care of.

And thats where chambers "end to end" solution, fails. The network industry is too big and rapidly evolving to be a one stop shop.

Actually Cisco is doing a disservice to its customer base by slowing the industry, slowing productivity and slowing profits.

Chambers will have to revise his end-to-end solution philosopy soon, otherwise Cisco will be run over by Lucent and others.

Stockman
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