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

To: Mr.Fun who wrote (29392)	11/15/1999 5:09:00 PM
From: Keith Fauci	Respond to of 77399

A possible takeover candidate by Cisco? lumenon.com

To: Mr.Fun who wrote (29392)	11/16/1999 12:05:00 AM
From: MMW	Read Replies (2) \| Respond to of 77399

" The NX-64000 is a Layer3 router - it looks at individual IP packets, does a table look up and sends it on. Apparently it does so at OC-192 line speeds and a fixed latency of 40 microseconds. It is available this quarter, and has been sold to both PSINet and GlobalCrossing. I believe AT&T and Qwest are the other two early testers, with dozens taking the box now for testing. It is by no means made obsolete by the LamdaRouter, in fact, it is a highly complementary product. " According my sources, Lu has delayed NX-64000 delivery until next Feb. If NX-64000 is what it claimed to be, it would make GX-550 ATM Core switch obsolete. I know AT&T is testing NX-64000. If it can pass AT&T test, I would believe NX-64000 is a piece of system that will work.

To: Mr.Fun who wrote (29392)	11/22/1999 4:35:00 PM
From: JRI	Read Replies (2) \| Respond to of 77399

Hi Fun- Enjoyed your tete-a-tete with Chuzzlewit on the Lucent thread.....watch out for that cat! Good to see some first-rate financial (accounting) analysis for a change.. About six weeks ago, I asked you your opinion about Cisco's stock price (this quarter/during next year)...I believe Cisco has already come close to your mid-summer '00 price objectives...in other words, exceeds your (price) expectations.... What are your new targets? Also, I think many expected some sort of run in the Naz in the months Oct/Nov/Dec....a pullback, and then up again after Y2K....(the scenario you also previously layed out)...but I have to admit, I am (happily) surprised by the strength of the rally the last 3 weeks..including, of course, Cisco.....Do you (still) think we are due for a pullback between now (and end of year)...followed by another leg up in Jan/Feb... (That would be my guess).... How 'bout selling some calls (on a long underlying position) after the past 3 weeks (with the intention of buying them back before Y2K?) Anyway, always appreciate your well-thoughtout posts...