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

To: zbyslaw owczarczyk who wrote (37211)	6/6/2000 11:28:00 PM
From: Ed Forrest	Read Replies (1) \| Respond to of 77400

I should rather say big shopping bag which can not develop its own technology abd trying desperately to get expertise and still employee from others companies as it was the case with NT. This is just part of a highly successful companies business plan.The performance of Cisco bears out the merits of buying smaller companies to acquire their expertise in various fields. "Still(steal) employees,laughable.Your saying it won't make it proof now will it? The courts will have the final say,not some guy with an ax to grind. What exactly is your problem with Cisco?Make your case if you think you can.I await your reply with some facts and not conjecture or aspersions.

To: zbyslaw owczarczyk who wrote (37211)	6/7/2000 9:49:00 AM
From: The Phoenix	Read Replies (2) \| Respond to of 77400

Actually Cisco is all spin. They don't sell products or generate revenues or earnings. They haven't executed in the enterprise. COMS, CS, LU, NT, IBM all didn't leave the enterprise because of competition - they just didn't need the money. Cisco isn't generating any revenue in the SP space. The recently announced $1B run rate (from relatively nothing a couple years back) is all spin. Cerent, Monterrey, Pirelli, Qeyton, GSR aren't real companies or products either... just vaporware. BTW: What would you have Cisco do to capture expertise in the optical market??? Lets' see.. how about not buy any existing promising companies/start-ups and..uh.... how about they hire some optical engineers out of college and train them... ZO - I mean really... where is Cisco going to go to gain expertise???? They're going to collect talent around the world - which they are doing. Some of that talent is coming from acquisitions... other talent is coming from competitors and I can guarantee you one thing!!! The folks Cisco is hiring away from other companies are GLADLY going to Cisco. I would lay odds that it is the employee's contacting Cisco for work. What should Cisco say??? Oh.. you have only optical engineering expertise... sorry we don't need you. Or better yet... you are working for Alcatel... we can't hire you because the management over there will get mad at us. Sheesh... get a life. What world are you living in? OG