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

To: Bindusagar Reddy who wrote (29797)	12/1/1999 3:35:00 PM
From: Zoltan!	Read Replies (2) \| Respond to of 77400

I wouldn't take LU's announcements all too seriously - remember they were the wizards behind the "picture phone" which was promised every year since 1964. LU is the commodity supplier with scant experience at marketing innovation. There'd be no internet boom if it were left up to LU. LU is caught in the wake of great companies like Cisco which will continue to lead the internet revolution. Look at SUN today, the market knows that any alliance with LU just ain't worth much. When companies ally with Cisco, they soar.

To: Bindusagar Reddy who wrote (29797)	12/1/1999 4:49:00 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

Bin, you are absolutely correct. Cisco is currently "nowhere in the Telecom infrastructure". But their goal is to be a player in that market. It may take 3-5 years, but Cisco WILL be a player. Even if they are losers in this market with Lucent and Nortel taking 40% each and Cisco only 20%, you are still talking about $40-60 billion of incremental revenue to Cisco (estimates of telecom infrastructure market vary between $200-300 billion). That would quadruple the size of Cisco from today's levels. So I think your extreme statements are a little biased. Try being a little more objective and maybe some people will listen to you.