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

To: The Phoenix who wrote (41384)	10/23/2000 11:46:45 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 77397

If anyone can help me answer a marketing question, I'd be most appreciative. Someone has mistaken me for a Cisco expert, to which I lay no claim. I remember a slide that JC showed last year that outlined the 10 product areas that Cisco addresses and their share of market in each one. If anyone could help refresh my failing memory I would be grateful. Here's Mountain Lady's question: Seriously though. UF you are one of the local Cisco experts. What markets do you see that Cisco is currently in that is in a tornado right now? High end routers - yes. Competition there being JNPR, FDRY and ? (EXTR?). Fiber optics - well 'sort of' - as Cisco is still pretty much a non player right now. What other markets is Cisco participating in and where is that market as it relates to chasm, tornado, main street etc..

To: The Phoenix who wrote (41384)	10/24/2000 9:20:34 AM
From: bambs	Read Replies (2) \| Respond to of 77397

you are so wrong about so many things. I'm not letting you off the hook on your $100 csco target for years end. We will see who knows more about where this market is going. You are currently off by almost a 100% move. You DD is garbage. You forecasts come from wishful thinking and hype. We spent at least a week debating the future of CSCO's share price in April this year. We can review the posts if you like. You have been nothing but wrong this year and next year I expect you will be off by even more. Considering your targets have csco going up for next year and it will be flat to negative.

To: The Phoenix who wrote (41384)	10/24/2000 8:02:24 PM
From: bambs	Read Replies (1) \| Respond to of 77397

I don't consider reading articles due diligence. This is what separates me from you. I do my own investigation - reading S1's, 10K's, quarterly reports, primary analysis from Vertical, Del Oro, IDC, Forester, etc.. and listening to confernce calls but most importantly talking directly to people in the industry. You on the other hand read biased articles and spin and base your position on what I consider to be generally crap. That's right.. bullish or bearish... most of these position pieces are crap. Even more so when they suggest that one should invest in an also-ran (AAPL) in a sector that is going down (PC sector) versus the gorilla (CSCO) in a sector that is forecast to do extremely well (communications). I don't need to waste my time reading that kind of trash. If you understood the market you would do the same thing. We will see who understands the market! Are you going to revise your year end target on CSCO again? First it's $100...then what $85? What's you target now Gary? Maybe you should talk to some different people in the "industry". The ones I talk to tell me about price slashing and a slow down. Maybe you should try reading some of those "crap" articles I have been posting links to. They seem to warn of slow down in teleco spending and shrinking margins in the industry. I think you discount everything bad that anyone has to say. You look for some little error in the article and then say it's all garbage. I wouldn't be surprised to see CSCO make it's low of the day on the open. It seems everyone is looking for "buying opps". I see you bought some NT at $50. When do you plan to sell it? My two year target on NT is $20. I don't see how you think this is the bottom considering this slow down is just getting started and the company only has a proforma profit. They lose money from a shareholders perspective. Where is the bottom on a stock that has eroding shareholder value, shrinking margins, is priced to perfection in a growth industry that is starting to slow? Bambs