Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bindusagar Reddy who wrote (9663)	9/24/1999 6:07:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 21876

A very long way to go indeed... I read that as lot's of growth potential.... how about you? OG

To: Bindusagar Reddy who wrote (9663)	9/25/1999 12:04:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 21876

BR.. Just to set the record straight....since no one else did. They [Cisco] sell 650-700 million annually to Telecoms, This again is typical of a select few on this thread... spinning or misreading information. If you go back and read the article you'll note that those were quarterly numbers. Still, a long way for Cisco to go but it looks like worse case $2.5-$3.0B annually...which if memory serves is a little under 30% of CSCO's revenues. I don't have the numbers for last year but I suspect this is demonstrating pretty good growth. Still LU is far and away the leader and LU still has the inside edge on the service provider market...but CSCO has more service provider sales than many folks think (brian - I think these numbers are even higher than I had postulated.) And just as a reminder - this is diluting the numbers Cisco is reporting - eliminating the enterprise sales made by carriers on behalf of Cisco at a rate proposed as a worse case scenario. Still looks pretty good to me. Cisco is clearly an enterprise company but this I think is telling. Cisco is getting a predominant percentage of their growth from SP's. BR, even you would have said this as your mantra has been that the enterprise market is growing slower than the SP's. Going into the SP market has allowed CSCO to continue their growth....it's the only way they can do it. Right? Oh, BTW..there are lots of people here that can give Zoltan an earful for posting here...you're not one of them my friend. OG