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

To: Bindusagar Reddy who wrote (30371)	12/16/1999 11:01:00 PM
From: telecomguy	Read Replies (1) \| Respond to of 77400

Absolutely, that's what I been trying to tell anyone that talks about "boxes" and "technology" as the end-all and be-all to winning in the public network market. One of the reason why Roth is buying start-up companies more aggressively is that (aside from the fact that he CAN now because of high share price) NT like Lucent and Cisco has a crying need for top-notch engineers & system level software Ph.D's...........there is an absolute shortage of the propeller heads now and in fact QTera buyout was as much a top-notch engineering recruitment exercise as it was about buying new technology. And this point goes back to what I said......it's not JUST boxes, routers, switches, modems, it's more important to put this all together (I love that commercial "Comer Together Right Now, Over ME"!) and implement it ON TIME so the service providers don't miss service launches or lose market share to competitors who DO implement new network services on time. Cisco should concentrate on buying one of the OLD-WORLD switch vendors like Ericsson or Alcatel --- what a CONCEPT. If Chambers had enough brains to have realized that buying one of the big vendors for $50 billion (with their nice revenue stream and 100 years of political connections and experienced Telco engineers), I would not be here on this thread warning the poor Cisco (sorry Rich Cisco) shareholders!

To: Bindusagar Reddy who wrote (30371)	12/17/1999 8:31:00 AM
From: telecomguy	Respond to of 77400

"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" Yeah but I don't care if it's KPMG or anyone else........you CANNOT sub-out the essential part of the network infrastructure build-out (integration, services, support) to a THIRD-PARTY company. That would be like Microsoft sub-contracting out the developement of Windows 2000 to a third party vendor! You cannot sub out such a key part of your essential business.....you need to have that implementation capability INSIDE the company working alongside the product/engineering group to build a truely world-class Network Infrastructure buildout vendor. This is what makes NT & LU so valuable..........their people, their reputation, their implementation, integration, design, support, maintenance skills that many new Carriers rely on to build their services infrastructure so they can go and sell it! Building a 100% redundant, seamless, reliable public network infrastructure ON TIME is a very COMPLEX business........it's not at all like installing a PBX or Router on-premise of a 100 employee office building with 20 phone trunks and T1 circuits. Cisco has 25% of the requirement in-house to compete in the Carrier market and if they think they can 'buy' their way to products and implementation skills necessary to win, they will be in for a rude awakening (actually it's already happening --- ala Sprint and Telia fiasco).