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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: sand wedge who wrote (7958)	10/9/1999 8:46:00 PM
From: LindyBill	Respond to of 54805

Sand, we have had many cisco/lu debates on several threads over the last year. Moore's book was the eye-opener for me on Cisco, and I made it 50% of my Portfolio for a while. It was very good to me. Cisco is the Gorilla of the Internet. LU is a King or big prince of the telephone communications business. Read the last 10 posts from "Mr Fun" a real expert in this area and a LU lover who has drastically increased his fund's holding in Cisco this year. You can make money on LU, but you will make a lot more with the dough in Cisco, IMO.

To: sand wedge who wrote (7958)	10/9/1999 8:51:00 PM
From: Uncle Frank	Respond to of 54805

Hey, Sweet Swinger, I'm glad a Lucent advocate came to my rescue. I'd hate to offer up a monolog on csco and have anyone take it at face value. LU is a powerful King in the voice sector, and csco is unchallenged Gorilla of data. As the fm says, when big boyz like these collide, the results can be unpredictable. Many of the wisest telecom/networker investors are taking positions in both, since they feel the voip sector will easily support cisco, lu, and many more. My biggest concern about LU is that they will have a difficult time keeping the engineering talent they acquire along with the companies they are buying. Not many of the start-up oriented gear heads want to work for the "phone company". Cisco, otoh, has an incredible record of accretive acquisitions and talent retention. I think that gives them quite an edge. As well, Cisco realizes that voip is the defining moment in their fight for corporate survival. In last week's speech by Chambers, which I had the privilege to attend <g>, he emphatically stated that Cisco was 18 months from disaster if they didn't execute on their voip strategy; he meant it, and all of his people get it and adrenaline is flowing down Tasman Drive. I doubt if LU has the same degree of concern over their future; if they do, the finger pointing associated with the wcom fiasco doesn't reflect it. If you were an IT manager, would you select LU over Cisco knowing that if something went wrong, LU would gladly try to pin the blame on you? FYI, Chamber's short term revenue goal is $50B, and he plans to achieve it within 3 to 4 years. The projected growth of the Internet pipe market, even assuming Cisco lose over 50% of their current market share supports it! I'm leaning towards Cisco because they have the finest CEO in technology leading them. And Aunt Nancy thinks he's sincere <g>. jmho uf