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

To: Peppe who wrote (30873)	1/3/2000 12:05:00 AM
From: Shafik Habal	Read Replies (1) \| Respond to of 77400

Perhaps TLAB would be a more prudent fit w/ CSCO ? Would welcome comments from the industry experts and engineers about this possibility. Thanks. Regards, SH

To: Peppe who wrote (30873)	1/3/2000 12:10:00 AM
From: Techplayer	Respond to of 77400

peppe, LU's international business is greater than you portray as a percentage of overall revenues and earnings. The international business is growing 50-70% with a goal of being 50% of the total business within 2 years. LU also has somewhere in the area of 135-140k employees, a 5 billion dollar wireless business and 5 billion dollar optical business growing at 30-50% annually. All 3 will have difficulty attracting new blood outside of acquisitions. Presently, CSCO and NT are fully valued by any measure, LU is undervalued based on comparative growth rates and earnings. Good luck in 2000. Brian

To: Peppe who wrote (30873)	1/3/2000 12:16:00 AM
From: RetiredNow	Read Replies (2) \| Respond to of 77400

Great post, Peppe. Except I would buy Nortel and Cisco, not Lucent. Lucent has too much dead weight they are carrying (including boatloads of debt). Nortel and Cisco will both do much better than Lucent short term. Then long term, I am betting Cisco will do better than Nortel. But I've said my piece. I think it's time to watch for the next few months as part of this story unfolds. 2000 will be a great year for Cisco!

To: Peppe who wrote (30873)	1/3/2000 8:42:00 AM
From: Zoltan!	Respond to of 77400

Cisco may well be the most efficient corporation in existence, or at least within the top five. It's a poster boy for the benefits that can be realized from the very products it sells. fool.com

To: Peppe who wrote (30873)	1/3/2000 10:38:00 AM
From: telecomguy	Read Replies (2) \| Respond to of 77400

Peppe, good synopsis of the comparisons....... "6-) Challenges for CSCO: execute on Optical acquisitions, develop integration partners for SP builds, keep employees from joining .coms." The only point that I would emphasize is the challenge you mention for CSCO is VERY SIGNIFICANT and is lot more difficult than appears to an average investor who do not understand WHY companies like NT and LU have so many more highly skilled employees than CSCO. Developing integration partners for SP builds in my mind is not even practical........I mean there are only few organizations that can build true Carrier-Class networks and perform highly complex integration projects that companies like LU and NT are capable of. So the risk to CSCO in trying to "morph" into an SP network infrastructure build-out company is more than daunting....it is just not recognized by the market and perhaps not even recognized fully by Chambers (although the lastest acquisition of Pirelli may be an indication of their growing awareness of the importance of project mgmt skill sets required to compete). The idea of using VAR's or some sort of Distributor/Alliance partner to help Cisco win and build Carrier-Classs network is in my opinion laughable as we are not talking about installing and supporting a $30,000 router here. There is probably a handful of companies in the world who can build true Carrier-Class networks and until CSCO adds another 30,000 EXPERIENCED competent Telecom engineers, software specialistS to their payroll, you can forget about CSCO landing any major general contractor jobs from the PTT's in a consistent basis. Csco will sell their routers and other data products I am sure but they will get a very small share and once NT and LU catches up on the Router product, CSCO will not even get those morsels of business from the Carriers. That's my take.