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

To: The Phoenix who wrote (29611)	11/24/1999 11:07:00 AM
From: Mighty Mizzou	Respond to of 77400

First I suspect Lu and NT are very concerned about CSCO's penetration in the telco space. Hardly. After the AT&T frame relay outage and subsequent total screw up of Sprint's ION project, further massive deployments by AT&T, WCOM, BT, and Sprint with a noticeable absence of Crisco equipment indicate Crisco isnt even making a dent in this area. Crisco is relegated to the wannabe's like Qwest and even there LU, NT, and ALA are filling the gaps. The edge is as far as Crisco will penetrate and the big boys will push Crisco even further out as their optical portfolios get closer to the last mile. You're a faithful Crisco employee OG. Keep trying, your check is in the mail. Your credibility is dubious at best.

To: The Phoenix who wrote (29611)	11/24/1999 11:40:00 AM
From: Techplayer	Read Replies (1) \| Respond to of 77400

Gary, I agree with your last 2 points wholeheartedly. the business available is huge and CSCO will get enough to keep its growth rate intact for a couple of years. As a result, it is a stock to own even at these levels (as you said). I would suspect that there is a mutual concern between CSCO and LU as their product lines cross over each other more and more. I have said here before that I feel that NT is more of a threat to CSCO and vice versa. LU does so much business in the optical components, wireless infrastructure, service and microelectronics, that it really would take a concerted assault on all fronts form the likes of ERICY, NT, TXN AND CSCO to effect its business. I also read this week where 40% of all of LU's business (20+ billion) is expected to come from international sources by 2001. I like the chances for both LU and CSCO. Brian