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

To: telecomguy who wrote (39904)	9/15/2000 9:45:42 AM
From: JDN	Read Replies (1) \| Respond to of 77400

Dear Telecomguy: I dont post too often on this thread as most of the posts are a joke. But, I have to respond to your post. Russo is right, you DO NOT have to OWN the component manufacturer to assure delivery of product. Most long term arrangements are done through CONTRACT not through ownership. As Russo points out, when you own it you got to accept the bad with the good. JDN

To: telecomguy who wrote (39904)	9/15/2000 10:07:22 AM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

telecomguy, As a NT shareholder I would LOVE NT to spin off their component division. This would assure that business of being able to sell to a wider range of customers. As a division of Nortel competitors will go to other sources rather than NT assuring these companies (JDSU, GLW, and all the startups) of a strong future as competitors to NT. So, by not spinning off the division NT provides fertile ground for their competitors in both the systems and components space to grow. NT's game of attempting to control supply is narrowly focused on 10G and will be short lived IMO. Furthermore I would not assume Russo or CSCO is foolish. I can guarantee you that Roth doesn't believe this. OG

To: telecomguy who wrote (39904)	9/15/2000 10:08:10 AM
From: The Phoenix	Respond to of 77400

telecomguy, As a NT shareholder I would LOVE NT to spin off their component division. This would assure that divison of being able to sell to a wider range of customers. More importantly it will increase shareholder value! As a division of Nortel, competitors will go to other sources rather than NT assuring these companies (JDSU, GLW, and all the startups) of a strong future as competitors to NT. So, by not spinning off the division NT provides fertile ground for their competitors in both the systems and components space to grow. NT's game of attempting to control supply is narrowly focused on 10G and will be short lived IMO. Furthermore I would not assume Russo or CSCO is foolish. I can guarantee you that Roth doesn't believe this. OG

To: telecomguy who wrote (39904)	9/15/2000 10:09:45 AM
From: The Phoenix	Respond to of 77400

telecomguy, As a NT shareholder I would LOVE NT to spin off their component division. This would assure that divison of being able to sell to a wider range of customers. More importantly it will increase shareholder value! As a division of Nortel, competitors (JNRP, CSCO) will go to other sources rather than NT. In effect NT will assure compeition in the opto-electronics market (JDSU, GLW, and all the startups). So, by not spinning off the division NT provides fertile ground for their competitors in both the systems and components space to grow. NT's game of attempting to control supply is narrowly focused on 10G and will be short lived IMO. Furthermore I would not assume Russo or CSCO is foolish. I can guarantee you that Roth doesn't believe this. OG