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


To: Mighty Mizzou who wrote (29878)12/2/1999 10:59:00 AM
From: Techplayer  Respond to of 77400
 
Mighty, QWST is looking at Corvis now. It would be another high flying IPO if they choose to go that way. Brian



To: Mighty Mizzou who wrote (29878)12/2/1999 11:15:00 AM
From: Bill  Read Replies (1) | Respond to of 77400
 
I'm impressed that you actually knew the names of eight companies in the industry. Perhaps you should apply for a job in Newbridge PR?



To: Mighty Mizzou who wrote (29878)12/2/1999 4:59:00 PM
From: Mighty Mizzou  Respond to of 77400
 
CAN ANYONE ANSWER JUST ONE OF THESE QUESTIONS? JUST ONE?

That is really, really lame. These are valid questions! Is everybody so greedy they dont even care what Crisco even does? Hey Carolyn, I challenge you, what's a router? Hint: it's not a type of blender.

#reply-12166320

P.S. Ill let you guys know something, and this is NO lie, not even my LUnatic brother BrianD knows this until now. I knew the sheep were going to line up today because greed is addictive. So I took advantage of this thoroughly perverse situation and bought 1K of Crisco @ 90 1/8 during yesterday's last minute rally. Thanks to the sheep, I sold @ 93 1/8. I said to myself, if Ascend can do it, heck why not? Lucent is probably doing the same thing. So I thank you, my girlfriend thanks you, Wal-Mart thanks you, Uncle Sam thanks you, and Charles Schwab thanks you!

Baaaaaaaaaaaaaaaaaaaaa!



To: Mighty Mizzou who wrote (29878)12/2/1999 7:31:00 PM
From: otter  Respond to of 77400
 
Mighty and other, I guess I'm a little confused on a couple of points. I was under the impression that Cisco had a whole slew of routers and other communications gear; that I've bought. Was I wrong? Did I buy somebody elses gear and I'm just dreaming I see a Cisco label? Is it really true that Cisco is a one trick pony??? Help me please!

I also thought that Cisco and LU's products dont necessarily overlap altogether. LU's bread and butter is voice stuff, is it not? Does that mean that Cisco has products that compete with LU's Intuity switches and Audix systems? Wow!! I've really been out of the loop here!!! (If they aren't competing head to head my friends, its an apples/oranges situation and this little electronic p.....ng contest you all have been wasting my bandwith about is pointless.)

Can we move on please? With all due respect to the players, thanks.



To: Mighty Mizzou who wrote (29878)12/2/1999 8:05:00 PM
From: bgg  Read Replies (3) | Respond to of 77400
 
MM --

Yeah, you're right. Cisco will never release anything from the Cerent acquisition. You will probably never see product. Whatever. If you think the GSR is the only product that keeps Cisco afloat, you are even dumber than you appear to be on this board.

You are hyper-fixated on technology comparisons, first-to-market, etc, etc. If that's all it took to win marketshare, then the industry landscape would certainly look different.

BUT -- that's not how a vendor wins marketshare. Cisco has proven time and time again that they can tackle new markets and win -- certainly not because they are the first out the gate with new, leading-edge technology. It's a broad combination of an excellent sales force, excellent channels, excellent customer service and support, broad product offerings, etc.

I seem to remember you slinking around after Cisco posted yet another strong quarter. You had all but guaranteed a dissappointment. It didn't happen, and after a welcome bit of silence, you're back continuing your doomsday predictions. Meanwhile, you could have made a nice bit of cash on CSCO, even if you had bought a few months ago.

In the past year that I've watched you continually bash Cisco and tell us how hard they would fall (quarter after quarter) you could have more than doubled your money if you only would have bought the damn stock. That's a better return than LU over the same period. Instead, you tell us how dumb we are, and what a lousy company CSCO is, while we count our $$$. Of course, you do this because you either do or did work for Cascade/Ascend/Lucent. Fine. Hate Cisco all you want, but find some other thread! Or maybe you could hold both LU and CSCO, and make more $$!! What a fricken concept. CSCO will win telco converged business in the future. LU will probably win much more. But do you know what? They will both make tons of money, and both stocks will do great. Betting on only one player in this exploding market is dumb and naive.