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

To: Eric who wrote (32087)	2/9/2000 1:38:00 PM
From: telecomguy	Read Replies (1) \| Respond to of 77398

Tks Eric. I don't have any personal reason to be here other than to post contrarian view because after all what's the point of posting the same stuff that has been posted 1000 times on this thread? The Internet is a powerful force that will redefine lot of things and one of the intersting aspect of Internet is that it is a true enabler of Revolution. And who gets hurt the most in revolution? The incumbents --- and this includes both NT AND CSCO. Now, CSCO and NT are furiously trying to keep pace and stay ahead of the Internet revolutionary curve and the two companies are coming from different markets, perspective, corporate culture, client base, technology, etc.etc. So it's not a GIVEN or a GURANTEE that one company has a clear leadership now and tomorrow --- in fact the new winner may not even be CSCO or NT!! That's how crazy the Internet phonemenon is. Today's upstart could be tomorrow's incumbent. Odds look good for both CSCO & NT (CSCO in the short-term and NT in the medium-term) and it remains to be seen who will dominate the networking market where the real battle will be fought. (and there is also LU whom we can't count out despite Chambers assertion). Some of the seeds that NT and CSCO are sowing now will have a great impact (possibly good or BAD) in the next few years and there is no certainty that the strategy or the execution will be there tomorrow just because of the past. Food for thought. (Can't argue however that at this moment, CSCO is doing great!)

To: Eric who wrote (32087)	2/9/2000 2:02:00 PM
From: Zoltan!	Respond to of 77398

Cisco is for the LT: Dow Jones Newswires -- February 9, 2000 SG Cowen Analyst: Cisco Internet Position Will Only Grow NEW YORK -- It is difficult to pin a valuation on a company with a balance sheet as strong as Cisco Systems Inc. (CSCO), SG Cowen Securities communications equipment analyst Christopher Stix told CNBC Wednesday. "The company has very strong Internet positioning," Stix said. "They've developed the Internet in ways that have substantially reduced costs and increased revenue. They're taking it out to their enterprise customers and that wins them business. "They're just getting started in the service provider space," he added. "With an extraordinarily strong new product flow under way, we're likely to see acceleration over time.".... interactive.wsj.com

To: Eric who wrote (32087)	2/9/2000 2:15:00 PM
From: Jeffrey D	Respond to of 77398

<< In an interview, Chambers laughed at the speculation, but added: 'To be the highest-valued company in history would be a tremendous honor.' >> Anyone doubt he will take it there? I don't. Jeff << Tech titan Cisco's profit, revenue skyrocket By Edward Iwata USA TODAY PALO ALTO, Calif. -- In a strong showing Tuesday, Cisco, the top maker of networking equipment, raked in second-quarter profit of $906 million, or 25 cents a share, excluding charges. That's up 49% from the same time last year. Cisco's quarterly revenue leaped 53% to $4.4 billion from $2.9 billion last year. Cisco also: * Saw its sizzling shares end regular trading at $124 13/16, then rise 6% in after-hours trading to a record $131 5/8 after the quarter's results were released. * Enjoyed a rising stock market value at Tuesday's close of $430 billion. That's the third-highest market capitalization in the world, trailing only Microsoft's $567 billion and General Electric's $449 billion. * Announced a 2-for-1 split. 'Great quarter by a great company,' says Patrick Houghton, an analyst at Sutro & Co. in San Francisco. 'They're growing at a torrid pace, and their fundamentals are strong.' During a two-hour conference call with analysts, CEO John Chambers said Cisco hopes to keep growing at a 30% to 50% clip in the next few years. Only IBM and Microsoft in their glory days have grown as strongly, analysts say. But Chambers warned that Cisco, which makes computer routers and switches, might slow if the world economy tanks or government regulators step in to regulate the Internet. Cisco executives said the company's leap into the broadband telecommunications market, competing against Lucent and Nortel to lay the networking infrastructure of the future, is going as planned. They disclosed few details. Cisco's good fortunes go hand-in-hand with the explosion of e-businesses, the white-hot technology stock sector and Nasdaq's record performance. Analysts are buzzing about Cisco becoming the first $1 trillion market-cap company in history. In an interview, Chambers laughed at the speculation, but added: 'To be the highest-valued company in history would be a tremendous honor.'