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

To: telecomguy who wrote (38328)	7/14/2000 2:12:35 PM
From: Ed Forrest	Respond to of 77397

Cisco,contrary to your opinion, sure must be doing something right. finance.yahoo.com

To: telecomguy who wrote (38328)	7/14/2000 2:47:48 PM
From: The Phoenix	Respond to of 77397

Let's analyze, Gary, I don't need to know too much about CSCO other than they are an "old-world" Router (READ BOX) company. Nope - I already posted info that suggested otherwise. Furthermore the predominant revenues don't come from routers. So try again. Your biased by old views. What's more important to me is what they are NOT. They are not a Carrier-Class networking infrastructure company. Yep, that's where the battle is now. Note that Cisco is working to penetrate the carrier market rather than tradtional carriers attempting to penetrate CSCO's market. Cisco's got the beachhead. OTOH NT is exiting the enterprise (as did LU) and is buying routers from JNPR. NT is benefiting from the "look what I found" game. Investors are moving to optical plays and so NT is benefitting. Truth is optics is artifically high priced due to capacity constratints which will last another 24 months. After than we'll see that the emperor has no clothes. Get that through your head..........and when it finally does, you will know why I have been saying that Chambers strategy to bet huge $$ on entering into this space is a huge gambit on CSCO's part. So let me see you're saying that Cisco isn't a carrier class company and that spenind money to get this is the wrong play too. What should they do Telecomguy? Seems to me that penetrating a growing market is the exact right thing to do. Gambit?? I don't think it's much of a gamble - Cisco is suceeding based upon the information I'm hearing. $1B run rate growing to $2B in a matter of 12-18 months... seems like a pretty good start up. In the meantime NT and LU are doing nothing to penetrate new markets - on the contrary circuit switching will go away and with it NT and LU cash cow revenue streams - then what? DOH! The result of the gambit is not so obvious on the P&L ....YET.....but as usual, events will unfold as they should. We do live in a rational universe, right? You're not suggesting that with accounting changes that past acquisitions will show up as goodwill. LOL! Please tell me you're not suggesting such a thing. That would be the laugh of the year. Are you really as dumb as you sound? OG

To: telecomguy who wrote (38328)	7/14/2000 2:48:52 PM
From: The Phoenix	Respond to of 77397

Let's analyze, Gary, I don't need to know too much about CSCO other than they are an "old-world" Router (READ BOX) company. Nope - I already posted info that suggested otherwise. Furthermore the predominant revenues don't come from routers. So try again. Your biased by old views. What's more important to me is what they are NOT. They are not a Carrier-Class networking infrastructure company. Yep, that's where the battle is now. Note that Cisco is working to penetrate the carrier market rather than tradtional carriers attempting to penetrate CSCO's market. Cisco's got the beachhead. OTOH NT is exiting the enterprise (as did LU) and is buying routers from JNPR. NT is benefiting from the "look what I found" game. Investors are moving to optical plays and so NT is benefitting. Truth is optics is artifically high priced due to capacity constratints which will last another 24 months. After than we'll see that the emperor has no clothes. In the meantime I'm happy to own NT and take advantage of the lemmings. Get that through your head..........and when it finally does, you will know why I have been saying that Chambers strategy to bet huge $$ on entering into this space is a huge gambit on CSCO's part. So let me see you're saying that Cisco isn't a carrier class company and that spenind money to get this is the wrong play too. What should they do Telecomguy? Seems to me that penetrating a growing market is the exact right thing to do. Gambit?? I don't think it's much of a gamble - Cisco is suceeding based upon the information I'm hearing. $1B run rate growing to $2B in a matter of 12-18 months... seems like a pretty good start up. In the meantime NT and LU are doing nothing to penetrate new markets - on the contrary circuit switching will go away and with it NT and LU cash cow revenue streams - then what? DOH! The result of the gambit is not so obvious on the P&L ....YET.....but as usual, events will unfold as they should. We do live in a rational universe, right? You're not suggesting that with accounting changes that past acquisitions will show up as goodwill. LOL! Please tell me you're not suggesting such a thing. That would be the laugh of the year. Are you really as dumb as you sound? OG

To: telecomguy who wrote (38328)	7/14/2000 9:05:16 PM
From: Stock Farmer	Read Replies (2) \| Respond to of 77397

Ed Forest made a reasonable observation >> "Cisco,contrary to your opinion, sure must be doing something right" + 5 year CSCO chart. << Gotta agree, that's great past performance. I like to review data in context. Relevant context in this case is other companies playing in the same sandbox, 'cause the cool thing about the market is you can choose where you invest your capital. Box, SW... old world, new world... Telco, Enterprise... hey, it's obviously arguable who does what, with what, and to whom. Forgetting about who uses what toys for the moment, let's look at a few companies who clearly have their toys in the Internet sandbox. One of many comparative contexts over the same time frame including our two contestants would be: siliconinvestor.com Wow. No question, all three post great returns, and of course CSCO outperformed NT. But again, I prefer to look at data in context... Has this ranking shifted with time? What about 2 years: siliconinvestor.com or 1 year: siliconinvestor.com or very recently: siliconinvestor.com hmmm again. Short term fad or a shift of the winds? Who can know for sure. But it does look to me like the market has been favoring NT in the last 24 months. You make a good point about "keeping profits" vs "making profits". Others seem to find offense in your daring to express a contrarian view on the CSCO thread. Me I find you courageous. Either that or you have a defective self preservation gene :) Either way, I'd rather stop and listen briefly to some small fuzzy animal yelling "cliff, cliff, cliff!" than rudely elbow them aside, tromple them into the ground and find myself with the rest of the lemmings hurtling over the edge. Of course, I'm no Dr. Dolittle, so it's hard for me to discern "cliff, cliff, cliff!" from "the sky is falling, the sky is falling!". So I listen. You make some good points.

To: telecomguy who wrote (38328)	7/23/2000 12:30:50 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77397

Hi Telecomguy, you've been conspicuously absent during the last few days in the countdown to your inevitable triumph. Remember our bet to see which company would perform better percentagewise from 1/1/2000 to 7/31/2000? It looks like it's going to be NT over CSCO. That gives you I TOLD YOU SO rights if you choose to exercise them. :) I'll tell you though, this has been one of the more fun bets for me, because even though I will probably lose the bet, I was convinced that both would do well, so I bought some NT in early January. It was you who opened my eyes to their prowess, so thx for being a bulldog on the CSCO thread! :)