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

To: Kenneth E. Phillipps who wrote (30604)	12/22/1999 11:56:00 AM
From: telecomguy	Read Replies (1) \| Respond to of 77400

Less R&D which translates into less depth/breath of products and most importantly less integration-implementation-support capability which is equally if not MORE important to Carrier Class networks where stability of network and uptime is FAR FAR more important than any other issue. IBM had more money, more market cap, and less debt but they didn't end up dominating the Microprocessor hardware/operating systems market did they? Sure you will say Chambers is NOT Akers and Cisco is not that stupid..........trust me --- IBM is not that stupid but strength in one market does not NECESSARILY translate into strength in another market and trust me once again -- router market is NOT the same market as network infrastructure market -- for the 100th time. By the way, IBM is not doing too bad but you have to agree that MSFT and Intel was a better investment back 15 years ago?