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

To: telecomguy who wrote (39552)	8/15/2000 8:45:28 PM
From: The Phoenix	Respond to of 77400

Telecomguy, I grow weary of your characterizations regarding Cisco and NT. First off, NT is far more overvalued than Cisco on a pure forward PE basis. Second NT is dominating one and only one sector - long haul OC192 optics. They are mice nuts or also ran status everywhere else. In the meantime Cisco continues to hold large (no 1 or no 2) market share in a variety of markets including enterprise routers, backbone routers, L2/L3switches, L3+ switching, cable head end, IP telephony, frame relay, ATM, ... the list goes on. In the meantime the battle is on NT's turf... in the only market where they are dominant. They continue to penetate - in a major way the DSL head end market - they continue to innovate and create the applications that drive the web. In the meantime NT is successful in OC192 optics. Important - true but it does not justify the multiple. Yes, NT is strong in wireless as well.... but no near dominant status. Your characterizations are not supported by the facts my friend. NT is benefitting from the mad rush to optics... nothing more. Once capacity comes on line NT will have far mose risk than Cisco - a company that is far better balanced relative to market positions than NT. Wake up and smell the coffee. OG

To: telecomguy who wrote (39552)	8/15/2000 10:36:39 PM
From: t2	Read Replies (1) \| Respond to of 77400

you may see why lot of the institutions are treading carefully with CSCO these days........I may be biased but only because fundamentals tells me that I should be --- NT is going for dominance in the networking world and there is LOT of question mark as to whether CSCO can step up and compete with NT. I think the institutions are not as worried as they were before the earnings report. I hope you are right about NT as it is by far my largest holding. However, i would note that Cisco has been holding in this price range and has taken a lot of selling recently. I have added a large position in Cisco after their earnings report. Based upon what I understand, NT is not threatening Cisco's turf in any significant way. As long as the broadband and internet explosion continues (and it should for a long time), Cisco's business should be solid. Company guidance going forward is very good. In these type of situations the stock price of a "good news company" cannot be kept down for very long. I am still of the opinion the upside in Cisco stock is huge. If NT continues to make gains in stock price and it should-----this only leads to the belief that Cisco is setting up for one hell of a move, IMHO. I think even if NT stock price stalls, Cisco could still move up quite a bit. When it moves up, it will break 70 quite easily---the sellers will disappear since it is due to make the move after flirting with it in the last little while. Since it became solid in price in the 60s--ie would not dip into the 50s for long------it can only go up. I pretty confident and would not be selling in the near term and extrapolating that feeling to other investors----I bet a lot of Cisco holders feel the same way. Still think the options expiration is the current reason for the stall and next week will tell the real story.