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

To: Bill who wrote (31059)	1/6/2000 7:22:00 PM
From: KM	Read Replies (2) \| Respond to of 77400

From Briefing: Lucent Implications : --Update-- LU cited weaker software sales and supply constraints due to a faster than expected shift to its DWDM product with OC-192 (10 Gbps) capability for its EPS miss in both Q1 and Q2. The software miss is not bad news for other telecom players such as Cisco (CSCO) that do not compete in this area (and might suggest stiff competition from Portal Software (PRSF) which competes with LU's Kenan Systems division). The strong demand for higher capacity DWDM products might actually be an opportunity for other DWDM players such as Ciena (CIEN) and Cisco, which is acquiring DWDM products from Pirelli. Most worrisome for other telecom players was LU's vague reference to "changes in implementation plans by enterprises and service providers" -- that statement is a bit more broad and of some concern to the rest of the sector. Nevertheless, while the size of this miss is clearly bad news for LU, it is not clear that it is that bad for all telecom players; Cisco in particular still looks solid.....