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

To: telecomguy who wrote (30369)	12/16/1999 10:43:00 PM
From: Bindusagar Reddy	Read Replies (3) \| Respond to of 77400

<The basic hole in Cisco's recent approach to "buy" their way into the Carrier market like they did in the Enterprise market is that in the Carrier market, ability to IMPLEMENT, INEGRATE, and SUPPORT network infrastructure buildout is in many cases just as, of if not, more important than merely selling the newest technology-in-a-box.> Telecomguy, you do make some interesting points here. I think Cisco is betting on people like KPMG to provide the Integration, services and support. KPMG has experience in building ennterprise networks. I do think building carrier network is a different animal. I agree, this is where Lucent Netcare division and Nortel's support excels in securing some contracts. Look at LU's young carrier customer like Winstar, Level three, KMC telecom and so on. Same think true with Nortel. They are not only supplying the old PTTs/Big Tier1 Telcos, but also to the upstart hot new generation carriers. It sure will be an interesting and exciting story to follow through next 5 years. I feel Cisco will continue to dominate the enterprise networks and make their living at the edge of the network, hence they will be a force BUT with lesser market capitalization as the margins erode at the edge of the network. Regards, BR

To: telecomguy who wrote (30369)	12/17/1999 1:54:00 AM
From: nihil	Respond to of 77400

IMO it would make a lot of sense for Cisco to go out and buy a bunch of Telco's to sell their stuff too. Maybe buy GBLX, Quest, BellSouth, and leverage them, then buy some more.

To: telecomguy who wrote (30369)	12/17/1999 9:58:00 AM
From: The Phoenix	Respond to of 77400

Telecomguy, YOu have been pounding this issue of Cisco in carriers at every post. We understand your position/opinion. However beating on this drum over and over again does not make this fact. Only time will tell us if Cisco is able to penetrate this new market segment or not. So, rather than argue with you, since I have a different opinion, I think it's best to just move on. We understand your view. Thanks. OG

To: telecomguy who wrote (30369)	12/17/1999 12:33:00 PM
From: RetiredNow	Read Replies (2) \| Respond to of 77400

"The reality is that Cisco has finally figured out that paying excessive amount of $ to acquire still-born technology is NOT going to win them Carrier contracts!" Implicit in your statement above is that you acknowledge that Cisco figures out what doesn't work and doesn't do it anymore. It's a subtle point, but this is why Cisco is such a success. They are masters at trying out new things, discarding the failures and moving on to the successes. Cisco's nimbleness is what will make them a fierce competitor to Nortel and Lucent going forward. You are correct that the telecom market will be a bitch to crack, but you underestimate Cisco's ability to figure out what it will take to get into this market. Let's just watch and wait. My advice to you, though is at least me smart enough not to short Cisco.