SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Bill who wrote (40150)9/27/2000 11:02:39 AM
From: telecomguy  Read Replies (1) | Respond to of 77400
 
Zoltan believes anything he can read!



To: Bill who wrote (40150)9/27/2000 11:23:38 AM
From: Zoltan!  Respond to of 77400
 
>>This is bad news especially, I think, for such telco suppliers as... Cisco

well, Seymour was talking about domestic telcos and last time I looked Cisco was doing better with foreign telcos, no need to assume that a US slowdown would affect Cisco so much as traditional suppliers like old NT.

Furthermore, as you know, enterprise has been surprisingly resilient - and Cisco has no peer there.

Must be some reason Seymour is sour on all but Cisco (growth!!!) and old LU (value???).



To: Bill who wrote (40150)9/27/2000 12:59:23 PM
From: Zoltan!  Read Replies (3) | Respond to of 77400
 
At what point would it be reasonable for Cisco to buy old LU for its optical and remaining talent, shedding the poor management and old line products?

Certainly parts of old LU brought under Cisco's wing with its first in class management must be worth much more than they are now in current flounder mode.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News