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

To: lawdog who wrote (35408)	5/11/2000 5:35:00 AM
From: SyncMan	Respond to of 77400

Go Johnny Go Chambers is going to be on MoneyLine to talk about CSCO (over)valuation and its lack of an optical strategy. edit: didn't talk about either. Avoided questions about valuation. Answered nothing about opticals. He did let us know that networking equip will be in demand. Thanks. Worthless interview. A George Foreman Grill informercial is more useful. I may go long NT. I wouldn't think any CEO worth his salt content would talk about his companies valuation on television. The numbers speak for themselves. The CC is public. The man has a ton of stock, of course he would say that it's worth more. As far as optical strategy, I think he'd say what he'd always says:, ie: "Cisco will provide our customer what our customer's want." Doesn't sound so great, does it? But what it means is that Cisco is non-religious. It doesn't get stuck pushing a Betamax down it's customer's throats because it's "BETTER" when they want to buy VHS. At the moment, NT is doing a great job doing this (selling what customer's want). LU is not doing so great. And as far as success, he might say "from the CC", from $0 run rate to 1 Billion Run rate in less than a year. Does that sound incredible to you also? I wonder if it's ever been done before? Lastly, because networking equipment is still the backbone of Cisco's earnings, the fact that networking equipment demand is still growing is very important (to Cisco and Juniper) shareholders. Of course, anybody that knows anything about geography probably didn't have to be told that, did they? (Ok, I lied, this is last). Go long NT. Seems pretty smart to me. I've read that Optical might be 90 Billion next year (or the year after). Buying some LU, CSCO, Fujitsu, NEC based upon that seems logical. Of course, Macro economics might be getting in the way at the moment. Or maybe it's just an opportunity. :) :) :) :) :) :) :) :) :) :) :) :) :) :) :) :) :) :) :) :) (starting to see why Monty called it speculative).