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: mike thomas who wrote (44452)12/12/2000 6:44:39 PM
From: Eric  Respond to of 77400
 
Mike

I've watched Cisco for years now plant capitol in a lot of small start-up companies. They cultivate the fields just like a good farmer and if it works out to the small company and Cisco's advantage they join the fold. If it doesn't they sell at a nice profit.

Chambers has really impressed me with this foresight. It takes a lot of pressure off the R&D people and actually magnifies Cisco's capitol leverage in the process.

I noticed in the CC and 10K that Cisco has really ramped up it's R&D spending. I wonder if they will blow through 70% year over year next QTR. We should know by early Feb.

regards,

Eric