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

To: Ed Forrest who wrote (27846)	8/21/1999 2:40:00 PM
From: Mehitabel	Read Replies (1) \| Respond to of 77400

Hear, hear! I for one have found posts from both participants on other subjects to be worthwhile, and hate to see this going on. It serves no one, and the combatants least of all. On a more selfish note, the debate is intensely boring to observers, as well as demeaning to the participants. My vote on the LU/WCOM subject is a roaring SO WHAT! Please,fellas, let up on each other and on us! Just take a deep breath and let it go. On a positive note, here is a good article from Multex summarizing some of the analyst commentary on Csco quarter. I don't think anyone has posted it here before. multexinvestor.com

To: Ed Forrest who wrote (27846)	8/21/1999 3:17:00 PM
From: MMW	Respond to of 77400

The WCOM/LU event is something worth to look at it since those type outages probably going to happen again, again. If you remember a couple year back, AT&T/CSCO also had a network outage. The interesting points people wanted to find out is how the different companies handle those situations and what kind of results generated from those dramatic events. As an investor, you can decide what kind management team you would like to invest in that will generate the profit for you. The criterion I am looking for a company is financial fundamentals, market opportunities, technical advantages, and management execution. Comparing those two events, CSCO is clearly a winner. This is an investment I would hold and add to it when there is market weakness. LU certainly is a very solid telecom company with a strong R&D organization. But, it is in voice market that grows 5-10% a year with market shift towards data, video and voice integration. Given the valuation LU has at current level, I think it is risky to put money in LU right now unless its price drop below $50.