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

To: RetiredNow who wrote (38498)	7/25/2000 8:40:07 PM
From: Uncle Frank	Respond to of 77399

>> Do any of you besides Telecomguy think my worries are justified? Or am I just paranoid? I've heard Chambers talk about the need to be paranoid to survive in the networking sector. He has stated publicly that Cisco is 18 months away from disaster if they don't make the right decisions and execute on them. I think it's appropriate to be worried when you're investing in such a fast moving sector, even necessary. But I also think you can count on Crisco's outstanding management team to keep your nightmares from coming true. jmho, uf

To: RetiredNow who wrote (38498)	7/25/2000 10:09:47 PM
From: TigerPaw	Read Replies (1) \| Respond to of 77399

Usually, Cisco gets into things as a fast follower Even a not so fast follower can do well when they have lot's of resouces behind them. New areas often begin with a bang, but that doesn't mean than someone with resources cannot at least match them. TP

To: RetiredNow who wrote (38498)	7/25/2000 10:53:11 PM
From: telecomguy	Read Replies (3) \| Respond to of 77399

Mindmeld, what did Andy Grover say? Something like: "Only the Paranoid Survive" in the high-tech jungle. Well, you are wasting your time with CSCO followers.....they are so un-paranoid that they may as well be compared to Hare Krishna's undying devotion to their god -- or in this case Chambers. By the way CSCO is LOT MORE than a year behind. They are not even in the game. Trust me (as the LU investors should have). NT is set to dominate for a long, long time as long as they don't screw up badly. With Roth & Chandran at the helm, that isn't likely.