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

To: bambs who wrote (34404)	4/26/2000 7:43:00 PM
From: Mark Duper	Read Replies (2) \| Respond to of 77400

sorry to interject bambs, but Dell and CSCO are 2 differnt birds. For one, Dell missed its quarter. That's never happened here. Sup.

To: bambs who wrote (34404)	4/26/2000 11:48:00 PM
From: The Phoenix	Respond to of 77400

Bambs, In all due respect my response suggesting you lumped CSCO into the "crap category" was perhaps a mistake but warranted given the way you posted it. That mistake aside I have not put any words into your mouth nor have I made any personal attacks on you as you on me suggesting - I am crazy - I am a pump and dumper - I am an idiot You can believe what you want and if you had any conviction you would short the company. Waiting for a top to short is like me waiting for a bottom to buy but I haven't and I continue to hold... because I have conviction CSCO is going up. Your comparisons of CSCO to DELL, IBM, and other companies who's target markets are in the single digit or teen digit growth is simply off the mark. CSCO's market are growing faster and CSCO is expanding to attack new markets. IBM actually exited their hardware business (and is marketing CSCO instead)... DELL hasn't addressed any new markets and is banking their growth on Window's 2000 PC churn which MSFT has suggested would not be stellar recently. CSCO's enterprise market is growing at 20%+ with COMS, IBM, LU, CS, NT, all exiting or soon will be exiting. In the meantime CSCO is growing market share in the service provider space which is growing at 30%+. As for the market we've talked about this before. Let me ask you a question. What do you think a reasonable growth rate for the "tech heavy" NAZ is for the past 2,3,5,10 years is? OG

To: bambs who wrote (34404)	4/27/2000 2:57:00 AM
From: Ed Forrest	Read Replies (2) \| Respond to of 77400

I would say that by now that everyone has a pretty good idea as to your opinion of Cisco and the markets. My question to you is why do you continue to belabor the point?What possible sense does it make?You will not change the mind of anyone that believes in Cisco. Frankly speaking ,you've become a boring pain in the A**.

To: bambs who wrote (34404)	4/27/2000 3:17:00 AM
From: Uncle Frank	Respond to of 77400

Bambs, I'm disappointed by the increasing levels of hostility and ill will in your posts. I had hoped you might use this forum to develop ideas about Cisco's future, but you persist in posting in a non-productive and derisive manner. I must reluctantly put you on <ignore>, and hope you will discover the value of polite discourse in the future. Prosperous investing, uf

To: bambs who wrote (34404)	4/27/2000 11:17:00 AM
From: Tony Viola	Respond to of 77400

Bambs, First of all, to be taken seriously, you have to do something about the grammar: Are disagreement is simple you think that CSCO will have 50% year over year growth for five years and will still trade at a P/E of 100... You obviously meant our disagreement; and a period or semicolon after "simple" would be appreciated. I think you are crazy. CSCO will be dead money for at least a year or until the correction is complete and it's P/E comes into line with reality. CSCO is at the point DELL hit last April. Next, if you're still reading, Dell is in a cutthroat market area, consisting of PCs and industry standard servers, where they offer essentially no value added. This is because they do no real R&D, or design, instead, relying on companies like Intel, Seagate, Adaptec, nVidia, Microsoft, etc. to do all the design for them. They just slap the boxes together. Problem is, anybody can slap boxes together. Cisco is an entirely different story. In their last quarter's balance sheet, their R&D spending, expressed as a percentage of sales, was 13.7%, which is just about what I'd want as a stockholder...not too high, not too low. Lots of new products, full of intellectual property (IP) will come out of that, distinguishing them from the competition. This is not to say that Lucent, Nortel, Sycamore, Foundry et al don't spend on R&D. They do, so plenty of competition for Cisco exists. But Dell doesn't do R&D, so they are no comparison with Cisco. Tony