Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jeffrey D who wrote (33624)	4/12/2000 10:21:00 AM
From: telecomguy	Read Replies (1) \| Respond to of 77397

Well what do you know, someone agrees with me! One of the reason CSCO is not being more aggressive in the Optics space as far as acquisitions are concerned is the important fact (somewhat alluded but explicit in this article) that Cisco currently does NOT have the Optics platform to incorporate technologies like Core-Tek or Xros EVEN IF IT HAD DECIDED to buy these types of R&D companies. You can't buy a company who's just invented a better tire for your racing car when you don't have the Chassis and the Engine to begin with!!! Give CSCO credit for at least understanding that much and not wasting $$$ like they have with Monterey and Cerent.........lack of in-house R&D capability will hurt CSCO severely as the technology for networking becomes ever more complex. Like I said many times, NT's real threat will be Lucent and ALA on a going-forward basis and CSCO will be marginalized to the edge where they belong. Good Luck Cisco followers.