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

To: telecomguy who wrote (30872)	1/2/2000 11:21:00 PM
From: Peppe	Read Replies (5) \| Respond to of 77400

Happy New Year all... Allow me to interject with a few observations in this ridiculous NT-LU-CSCO discussion: 1-) LU, NT and CSCO are 3 very different companies. LU is a spin-off of a 100 year old company with 190,000 employees, 60,000+ unionzed employees. Their business is mostly in the US, with strong wireless and circuit based technology. NT is a very engineering focused Canadian company with 80,000 employees and undergoing a dramatic change(quite successfully, IMO) to compete in the new age of telecomunication; NT's strength lies in their Optical business and they do quite well in circuit based voice networking.NT's business is far more global than LU's. Cisco is a pure data play, with 20,000+ employees, who do 80% of thier business on-line. They build practically nothing they sell (unlike NT and LU) and they completely own the data market at layer 3(in both SP and Enterprise markets). 2-) All three will thrive in the near term and with recent run-ups of NT's market cap, none will buy each other out. 3-) CSCO will continue to increase its share of the SP space; NT will retain its Optical leadership; LU will sell boatloads of 5E-SS. 4-) Challenges for LU: move quickly with all the dead weight they're carrying around, attract and keep new blood, get a layer 3 story. 5-) Challenges for NT: make a mark in enterprise space, maintain Optical lead, grow its wireless market share. 6-) Challenges for CSCO: execute on Optical acquisitions, develop integration partners for SP builds, keep employees from joining .coms. Conclusion: All three will do great in 2000. NT's stock has caught up, so I still expect CSCO to outperform NT and LU this year.You just can't ignore the cash that CSCO generates. However, all three should play an important role in your long term investment strategies. Fearless prediction of stock performance in the next 12 months: CSCO: up 65 % NT: up 45 % LU: up 35 % Good luck to all ... peppe