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

To: Uncle Frank who wrote (38507)	7/26/2000 2:02:28 AM
From: Ray Yu	Read Replies (1) \| Respond to of 77399

From briefing.com: Cisco Systems (CSCO) 68 1/8 +2 1/16: Morgan Stanley Dean Witter initiated coverage with a STRONG BUY rating and price target of $85; expects new service provider products to drive growth; also expects strong ramp in new router, optical, and broadband products from CSCO in FY01; says CSCO is building strong positions in optical, Web switching, and VPNs through recent acquisitions.

To: Uncle Frank who wrote (38507)	7/26/2000 9:42:05 AM
From: telecomguy	Read Replies (2) \| Respond to of 77399

UF, we all should be........in the conference call Roth made two statements that is quite critical; 1) they can't rest on their laurel -- the game has just begun & it's the first or second innning 2) NT is continuing to LOWER it's price in the face of 0 competition to preven ANY chance of upstarts like Ciena, CSCO, & laggards like LU from getting into the market. The second point to me is huge because it signifies NT is not taking advantage of it's near-monopoly situation by gouging it's customers (and the Carriers have LONG memory when it comes to networking vendor relationship). Quite the opposite, NT is lowering it's optics product pricing to increase their market share. That is strategically & tactically a very astutute move that will ensure their dominance in the optics space for long time to come.