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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 75.38-3.8%3:56 PM EST
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To: LindyBill who wrote (15927)8/12/1998 1:34:00 PM
From: RetiredNow  Read Replies (2) of 77400
 
The real trouble is in the service organiztion. Lucent has 120,000 people that can respond to their customer's needs. But the downside to that is the majority are unionized blue collar workers who are basicly electricians. Many of them cannot be retrained for the new generation of VoIP products which will require half hardware, half software trouble shooting.

This is where Cisco excels. They have a solid group of support staff who are highly trained and highly leveraged with technology to support their customers. The attitude is to do more with less because as stockholders, the employees' future is on the line as well as the company's.

I believe so strongly that Cisco will prevail that several months ago, I sold all my Lucent stock and sunk it into Cisco. But each to his/her own. Good luck investing!
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