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

To: Brian Malloy who wrote (30515)	12/21/1999 9:07:00 AM
From: TigerPaw	Read Replies (1) \| Respond to of 77400

a two bit European player The European telecom arena is more regulated & fragmented than the U.S. I suspect, but don't know, that Cisco is going to use it's european connections to ease the adoption of products across the sea from here. TP

To: Brian Malloy who wrote (30515)	12/21/1999 10:44:00 AM
From: telecomguy	Respond to of 77400

To say that the market went up $2 or whatever it went up yesterday MEANS THAT CISCO PURCHASE OF PIRELLI is strategically correct is pretty funny. Come on Brian! $2? Is that all it takes to vindicate an acquisition? If you recall the so-called all knowing Market that you believe in so much to validate lack of understanding of what is happening also happen to put THUMBS down on NT purchase of Bay last year to the TUNE of 40% CORRECTION within few months! So what happened to the market assessment of NT after the Bay Networks? Was the market right last year? Should we have all shorted NT after the market punished Roth for buying Bay? I do business in Italy (my own company) BECAUSE it is so backward that the full de-regulation has not hit. Small companies like mine can pick and choose inefficient market and bring efficiences BEFORE the big Carrier finally gets around to attacking Italy -- and by then I will have a customer base to sell out. Brian, the point is that things are NEVER what they appear to be and it is useful to dig deep and try to understand the forces (both economic, technological and human behavioural) because there ARE over-valuation and there ARE inefficiencies and it is not good enough to say that Market is always right if you don't want to get burned.

To: Brian Malloy who wrote (30515)	12/21/1999 11:48:00 AM
From: telecomguy	Respond to of 77400

Brian, you say; " The market liked CSCO's move and the stock appreciation on today's move was greater than 20Billion in Market cap so paying 2Billion for the "bit European player" was well received. Or do you know more than the market? " So today NT is up almost $4 and CSCO is down almost $1 as I write this. Did the Market change it's mind? Hehehe.......maybe the Market doesn't know the market. For sure, no one in the market thinks this Pirelli acquisition is going to decimate NT in the fibre optics arena! But then we all know Mr. Market can be DRASTICALLY wrong so I don't personally put any relevance to these little movements.....contracts are what matters not acquisitions or daily ticker movements. I am only showing you how ridiculous it is to argue a position on ticker movement of a stock price on a day-to-day price. I hope you and Zoltan stop posting CSCO's incremental gain in share price to prove your point. It's silly and convinces no one. By the way, at this rate, looks like NT will finally catch and perhaps SURPASS Cisco share price pretty soon! Would you Cisco followers have predicted that NT share price would pass Cisco's at the beginning of 1999? Not in your life! Always expect the unexpected.