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

To: telecomguy who wrote (30370)	12/16/1999 10:50:00 PM
From: Curtis E. Bemis	Read Replies (2) \| Respond to of 77400

I believe that you have failed to realize that the old world, emphasized by the very alias you hide behind, "telecomguy", is in the process of changing. Take a clue from the modern carriers, LVLT is one, QWST is another, and see how they build and operate infrastructure and how they handle your circuit switched stuff

To: telecomguy who wrote (30370)	12/17/1999 8:57:00 AM
From: Zoltan!	Respond to of 77400

>>My posts are hugely educational and should be taken as such. LOL. Make that "edgykationl", telecomic.

To: telecomguy who wrote (30370)	12/17/1999 10:10:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

My posts are hugely educational Did they have the widen the door to get your head through it. Sheesh! Nothing personal but Cisco has too many rah rah cheerleaders Of the three threads LU, NT, and CSCO, the threaders on this thread are no more "rah rah" than the other two. I suspect you have a distaste for positive comments on cisco... quite similar to reactions we get here from LU threaders. I suspect is jealousy at the stock valuation...but then NT is on a roll - so perhaps that's not it for you. Don't know... I don't see it. fwiw the posts made do expose some pretty well known issues to those on the thread but I can guarantee you Cisco management understands these issues as well. I think your underestmation of Cisco's ability to execute is a personal thing... I can guarantee you that LU and NT management are not underestimating CSCO. Why else would they have bought ASND and Bay respectively? Why else are they working like hell to deliver IP centric networks? And which company has their core competency in IP and data? True NT and LU have core competency in delivering to carriers but would you buy your ferrari from the plane salesman just because he's done a good job servicing your planes in the past or would you buy it from the ferrari salesman? OG