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

To: Techplayer who wrote (9354)	9/1/1999 8:32:00 AM
From: DHB	Read Replies (1) \| Respond to of 21876

briand, good points as well, Things were getting a little boring around here so I couldn't resist posting the e-mail recieved from CSCO to see if I could get a rise from anyone. I hadn't seen the article yet so I did find it good reading. I just don't "feel" CSCO is as safe as most others, my mad money is on RMBS. regards DHB

To: Techplayer who wrote (9354)	9/1/1999 12:55:00 PM
From: JRH	Read Replies (1) \| Respond to of 21876

What I do not believe is that CSCO will be able to keep the DSO's at currrent levels as it ventures deeper into the telco space Greetings Brian: CSCO said that their telco business grew substantially more than their other businesses (specifically, enterprise). How was it that CSCO was able to lower their DSO even though telco became a larger part of the business? It seems to me that the DSO would increase incrementally based on the growth of their telco unit compared to the rest of the business? Or am I missing something? Thanks for your insight, Justin Long LU & CSCO

To: Techplayer who wrote (9354)	9/1/1999 3:43:00 PM
From: Mighty Mizzou	Read Replies (1) \| Respond to of 21876

I also believe that CSCO is far more susceptible to margin degradation due to the increasing competition in the enterprise space. I used to believe this also. I expected to see this a long time ago but all I see is degradation of the competition, e.g. 3Com, HP, IBM, MU, etc. I do not see any forseeable weaknesses in CSCO. They absolutely have a stranglehold on the enterprise for whatever reasons that are not readily apparent to me. It just goes to show you, if you provide the solutions and reassure your customers you'll be around for a LONG time, it doesnt matter what the price is or quality of service. All they want is dependability. If they get hammered these next two months (CSCO), as I expect everyone will, I will revisit an entry point into these jackoffs. I refuse to fight the tape. Ughh.... GO LU!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!