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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: Techplayer who wrote (9336)	8/29/1999 4:51:00 PM
From: The Phoenix	Respond to of 21876

Brian, Yes, I believe you are right that Cisco coined this "old world" "new world terminology. It seems to be getting pretty well routed...or would that be switched :) Anyway, I agree that Cisco had (or at least seemed to have) an end to end IP strategy (even though I can't find anything that demonstrates this) but has recently turned to POS. I think the turning point was when companies like Foundry and Juniper started popping up. Nonetheless Cisco has made a habit of changing the rules when it suits them and what continues to amaze me is that they have usually succeeded. In the end I'm not so concerned with Cisco's change in direction. Quite to the contrary actually, I would be more surprised by them not. Rather than competing head on Cisco has done well to move the market and it has suited them very well. I think this move to POS will again prove to be a big win for them and may limit the success of companies like Extreme, Foundry, Nexabit...er..LU, and Juniper. Just a guess though. It continues to get interesting. Kinda fun watching this acquisition race though - aint it. BTW: I agree, $7.xB is nothing since it is funny money aka Cisco stock. OG