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

To: Brian Malloy who wrote (27669)	8/16/1999 8:06:00 PM
From: Vendit™	Read Replies (1) \| Respond to of 77400

Brian The truth as I see it is this. Money that has flowed out of the entire tech sector including the Internet sector seems to be finding it's way back into the tech sector a little at a time but more so the hardware, semi side than the software Internet side. My point being that LU and CSCO dance closely together just like Internet portals do performance wise. techstocks.com The world is a very large place that barely has been infiltrated with computers and ISPs. There is so much business for both LU and CSCO now and in the future that you and I will never live to see them penetrate all of the market. In the mean time both stocks will march forward as people put some profits back into the market this week and hopefully next.

To: Brian Malloy who wrote (27669)	8/16/1999 8:54:00 PM
From: Techplayer	Respond to of 77400

Brian, Aside from defections of a few old timers, the attitude is great in westford. The options alone will keep the engineers happy there for a couple of years. Brian

To: Brian Malloy who wrote (27669)	8/17/1999 7:41:00 AM
From: Michael F. Donadio	Read Replies (3) \| Respond to of 77400

<< If LU buys up the technology but can not integrate it or keep the key people that know the software/hardware then the future will not be as bright.>> Chambers has criticized many Lucent acquisitions. Now we may see why. MCI WorldCom placed the blame on equipment from Cascade. They said that Lucent did not seem to have technical people around who understood the technology. This is a serious indictment. MCI WorldCom is sure to lose some business, but the real loser is LUCENT relative to CISCO. When Cisco's Stratacom went down last year it was up in 24 hours, and that was considered bad. 10 days is in a different league all together and they still don't really know why. Also may be greater appreciation for newer technologies like ATM and vendors like NN. Lucent has become an unknown and dangerous quantity with respect to IP. Back to circuit switches for them. Michael

To: Brian Malloy who wrote (27669)	8/17/1999 11:33:00 AM
From: Zoltan!	Read Replies (2) \| Respond to of 77400

>>If LU buys up the technology but can not integrate it or keep the key people that know the software/hardware then the future will not be as bright. MCI questions LU's ability in light of their continuing failure: ...."Ebbers thanked the network experts from Lucent and its Bell Laboratories unit who worked on the problem, but later in the call he took a serious swipe at Lucent, wondering aloud whether the company even employed the right people. -------------------------------------------------------------------------------- An unusual airing of the long-distance industry's dirty laundry. -------------------------------------------------------------------------------- "Part of the reason that there is some concern here is that there has been a lot of consolidation in our industry and this software was originally developed by Cascade Communications, who was then acquired by Ascend Communications, who has since been acquired by Lucent," he said. "And so one of the concerns obviously in this cycle of events is what happened to the people and the process that did the development and wrote the software. And was the capability to maintain this software retained through these transactions?" Communications carriers generally refuse to discuss their vendors at all, yet Ebbers publicly questioned whether Lucent, which spent $20 billion of its stockholders' money to acquire Ascend earlier this year, has been managing that deal correctly.... " nytimes.com