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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Mighty Mizzou who wrote (26831)	7/12/1999 7:59:00 PM
From: KC~	Read Replies (1) \| Respond to of 77400

Oh, Wow ! Should I sell all of my CSCO at the open tomorrow ?

To: Mighty Mizzou who wrote (26831)	7/12/1999 8:42:00 PM
From: puborectalis	Respond to of 77400

That's why I sold my CSCO and bought WCOM...still holding LU,also.

To: Mighty Mizzou who wrote (26831)	7/12/1999 8:51:00 PM
From: Jet.Screamer	Respond to of 77400

Is your name Jach? I think so. If you send me your address I will send you a quarter and then you can call someone who cares.

To: Mighty Mizzou who wrote (26831)	7/13/1999 2:12:00 AM
From: bgg	Respond to of 77400

Quotes by MM: "ATM may be going all the way to the desktop" "IP Navigator = Network management" (??) "LU and NT can ensure QoS from the enterprise, across the network, and back.." Anyone who has an even moderate level of industry knowledge knows how completely naive and ridiculous these quotes are. MM, your idiocy speaks for itself.

To: Mighty Mizzou who wrote (26831)	7/13/1999 11:16:00 AM
From: The Phoenix	Read Replies (4) \| Respond to of 77400

Well, you got beat up again. Let's see. Maybe we can have an intelligent conversation. Let's look at your points. It's CSCO's ridiculously high PE amidst failures in the high margin carrier sector and subsequent refocusing on the SOHO market. Well if we just look at LU and CSCO only the facts would seem to counter this position. LU earned $2B on $32B in sales and holds a profit margin of 6.2%. Cisco generated nearly $2B in earnings on only $11B in sales generating 3 times (18%) the profit. That I suspect is the reason for the higher PE. Furthermore this argues that the businesses LU is in - as a whole - are lower margin. The Pacific Rim is starting to dominate the low margin SOHO market that CSCO wants a part of. Really??? Who ??? Pac Rim slave masters can easily squeeze US companies out of commoditized low margin markets (small switches, hubs, and routers). Well first CSCO doesn't manufacture any hubs...but they do OWN the small business router and switching market. Furthermore Cisco established the Consumer Line of Business which is actively selling software to companies like Sony who then build and market the hardware. They also have an agreement with DELL where CSCO Nic's are installed inside DELL PC's So, even in small business and consumer CSCO is generating earnings with little cost. Very smart in my opinion. CSCO doesnt manufacture anything but vaporware and invoices. Hmmmm, $11B in invoices and no products. Must be a bunch of stupid companies paying for equipment they never get. LU and NT will continue to squeeze CSCO out of it's dominant enterprise position because they can insure QoS from the enterprise, across the network, and back because all of their boxes will interface with each other seamlessly instead of protocol translations from stodgy ole CSCO to LU/NT back to CSCO. Oh geez Mizzou nothing could be further from the truth. LU and NT will have some success in the enterprise as Cisco has success in the SP's. All three companies will do great going forward...everyone seems to get that but you. As for QoS - if you think for a minute that LU and NT have anything on Cisco when it comes to QoS then you're not doing your homework. Tag switching to ATM/IP back to tag switching is ludicrous. Not only does Cisco support Tag...but they have the only ATM switch that is available with MPLS today. They are ahead of the game here Mizzou. There is a very real possibility ATM might be going all of the way to the desktop. You honestly can't be serious....can you? Are you really that uninformed. We're going to rip out the internet infrastructure and replace it with ATM, we're going to all install ATM NIC's on our desktops and rip our our enterprise routers? What shift in paradigm would causes this given that QoS on IP is virtually as good as on ATM? CSCO is fighting this tooth and nail. Cisco is fighting a lot of things but the worry of ATM to the desktop is not one of them... hee hee. THis battle was lost a long long long time ago!!! ATM on low speed dial or even DSL is not efficient - too much overhead. ATM doesn't scale to dial....in any way shape or form. Plus the fact that CSCO doesnt have any network management software that is worth a darn. I think Cisco could do far better in Network Management than they do. I agree on this point, but this alone is not enough to unseat CISCO as a leader in multiservice communications networks. Software is where it's at. Agreed. And the de-facto standard for communications software on data networks is IOS. Just ask the folks at Juniper ;-) OG