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

To: bgg who wrote (31735)	2/5/2000 11:09:00 PM
From: telecomguy	Respond to of 77400

bgg, i KNOW that....that comment was in reference to a dare that a poster by the name of Gary challenged me to. In that post he claimed that CSCO will have a higher NOMINAL pricer per share by end of this year. Here is a nice synopsis on why NT will outdo CSCO as the router/networking market is undergoing a major shift. It is now becoming more and more apparent to average analysts the brilliance in John Roth's and David House's move to merge NT & BAY. Real growth in networking is now in the larger networking market: the upgrade (Succession migration) of existing carrier and ISP networks to full voice/data/video over the same facitlities, whether existing or eventually upgraded. Enterprise and access networks are in reality points of information departure and destination. The internet 'network' has always been within the carrier level, which provides the interconnectivity between all other LANs/Wans (enterprise networks). NT has all products developed, working, and selling for all levels of networking. Only issue NT is facing is how to expand capacity fast enough to keep up with demand!!!! LU has capability for solution at every level. Unfortunately, can't deliver 'acceptable' working product for every level as yet. CSCO still primarily an enterprise player. No capability yet developed for a solution for every level of networking. BAY/NT merger suddenly gave BAY 'deep pockets' to compete with CSCO marketing. CSCO plan to cloud networking issues, compare the volume sales of enterprise router 'boxes' with competitors, and declare itself winner. Confuse issue further by picturing sales of enterprise-level router boxes to traditional telcos as if such boxes are doing carrier-level service. Make it appear competitors are losing carrier market share, when competitors are actually gaining it while CSCO still struggling to buy optical carrier capabilities through more mergers and organizational development re-definition. In short, redefine the perception of reality to hide CSCO de-facto market and technological weaknesses. Sell the CSCO image while NT SELLS NT PRODUCTS!!! CSCO realizes NT ability to give carriers ability to deliver virtual enterprise services will re-define the enterprise market and how CSCO will eventually have to do business. CSCO tactic has been to viciously attack NT constantly since the BAY/NT merger until CSCO can catch breath and gain similar capability. The CSCO 'marketing haze' spin machine will be in full force this week. I hope NT will be prepare to deliver PR that is on par with NT technical abilities. PR has always been a challenge for NT. John Roth is an engineer. John Chambers is no engineer, but a PR/marketing type. NT going from 90 to 119 in one week will probably make Monday a bit wobbly. Time for big traders and 401Kers to lock profits. Also the wait to see how NT responds to CSCO 4Q report may affect day traders. On the whole, picture very, very bright for NT. Even LU will bounce back in a few months. Still think NT severly undervalued considering its capabilities and the market opportunities. Think CSCO will always be around, but that it is severely overvalued considered its limited capabilities relative to the market direction. Remember this as last piece of advice......NT and LU BUILD NETWORKS & BOXES and CISCO builds boxes PERIOD.