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

To: Dave who wrote (43229)	11/9/2000 10:16:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

Dave, I guess CSCO can't win either way. They suck because they can't sell the the carriers... and when they do they suck because the carriers aren't buying from anyone. LOL! Silly thing is Chambers made it clear on the call that the business is spread over a number of business types and geographies insulating CSCO from any slowdown in a single sector. Europe, Asia, and Latin America sounded very strong.. and last I checked there was more upside potential in those countries than in the US. Also enterprise growth was amazing - contrary to Sagawa's comments about it being a cash cow. Cash cow markets don't show that kind of growth. I think he needs to take a marketing 101 class. OG