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


To: The Phoenix who wrote (37302)6/8/2000 10:07:00 PM
From: zbyslaw owczarczyk  Read Replies (1) | Respond to of 77400
 
Gary, re: optics. Is this the only comment you could come up about numbers of optical contracts won by Alcatel/Newbridge (Telestra, Level 3 Comm., Bell Canada, Photon and others)? Typical CSCO PR spin.
Show me CSCO optical contract.
It was SuperCom, biggest US telecom show, where every major true carrier vendor: ALA, NT, LU, TALB was able to come up with great products and contracts!!!

Zbyslaw

Gary said:
I'm convinced now. I'm going to run out and sell all my CSCO shares and buy ALA. ALA will one day be the new
gorilla in the communications market. Cisco is all spin. They're numbers are all spin and their revenues and
earnings - just spin too. Cisco is never going to amount to anything in optics or DSL. And of course we all know
that these are the only two markets that will ever matter.

There. Are you satisfied.

OG