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

To: telecomguy who wrote (29926)	12/2/1999 11:11:00 PM
From: Bindusagar Reddy	Respond to of 77400

Very well articulated, telecomguy. Inside their hearts Cisco management knows that telecom is a different animal. It sure makes it interesting to watch. IMHO, Cisco has more to lose in enterprise business because of very high market share (with threats from NT, LU and several startups ganging up on them ) than any Telecom equip. companies since none of them have more than 12% market share Lucent has 12% market share, NT has 6% or so. Big danger is they may lose focus on their home turf of enterprise switching. BR

To: telecomguy who wrote (29926)	12/3/1999 1:02:00 AM
From: Eric	Read Replies (1) \| Respond to of 77400

telecomguy Nice to see someone new on the thread. I noticed from some of your other comments about LU and NT that they had better take the competition seriously. LU and NT have a couple years at best to really get their act together. The world is much different today than just AT&T, Bell Labs and Western Electric. Cisco is breathing down their necks. While Cisco isn't in the switched circuit business the other ones are going to explode. Gonna be a great horse race, fortunately the communications markets of the world are exploding in demand for products. I don't expect vertical companies to survive in this business. regards, Eric

To: telecomguy who wrote (29926)	12/3/1999 10:43:00 AM
From: Zoltan!	Read Replies (1) \| Respond to of 77400

You are most certainly blowing hot air. It is universally recognized that Cisco has far better management than any company they compete against and that most certainly includes NT. Chambers, Valentine, Morgridge and company are more than a match for your old guys. >>With all due respect, Cisco admitted that they have no strategy right now. Your input has little value and not just because you appear semi-literate with all those spelling errors. You apparently cannot read. Cisco's strategy was well-stated for those who can. You think LU/NT's vertical integration is an advantage over Cisco's horizontal model. That is precisely the "Old World" thinking that Cisco derailed while becoming the most successful technology company in history. As Chambers has stated many times, Cisco's structure has been and shall continue to be a key advantage allowing Cisco to react far better and faster to changing technologies than either of the old companies. >>How many times have I seen a company who suceeds in one market and believes that they can just as easily conquer the next market -- not realizing the world-apart difference in competition and success drivers between the $20K router market and $100 million toll quality network switching market!(sic) And how many times have old line companies been displaced by younger, faster and richer rivals?

To: telecomguy who wrote (29926)	12/3/1999 10:49:00 AM
From: Bill	Read Replies (2) \| Respond to of 77400

Interesting viewpoint. CSCO's strategy holds that public network infrastructures are evolving away from circuit switching toward a fiber transport/packet switching model at a rapid pace. This, they surmise, will happen with or without the participation of old world RBOCs and PTTs in the short term. Public services competition is creating current markets for ATM and IP-based switching products which will sustain CSCO's growth short term. Longer term, RBOCs and PTTs will either move to the new world infrastructure or cease to compete with the growth oriented carriers. Serious investors cannot doubt that CSCO is well positioned to capitalize on these opportunities.