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

To: Tony Viola who wrote (47456)	1/29/2001 2:18:53 PM
From: John Koligman	Respond to of 77400

Tony, back in the late '70's and early '80's IBM was viewed as a powerhouse. Two years ago Dell fanatics were looking forward to 'the next five splits in five years'. Someone on this thread was talking about Cisco hitting 1k/share over the next five years not too long ago. Technology changes, new competition appears, and studies I have seen show that very few firms manage to continue strong growth much more than a decade. IBM as I recall was one of them many years ago. Look at Intel's efforts to branch out. As a fixture on the Intel thread, I'd bet you spend lots of time thinking about IAG growth going forward.. I trade in and out so it doesn't matter so much to me, but the odds get longer for investors as these highly valued firms get bigger and eventually hit the wall. Just my opinion, Regards, John

To: Tony Viola who wrote (47456)	1/29/2001 9:27:36 PM
From: smchan	Read Replies (1) \| Respond to of 77400

Do you see anything like this in Cisco's future? IBM had a broader scope of products and could provide complete solutions. Cisco is a networking hardware company. Like IBM in the early 90's, Cisco places a big emphasis on their hardware and they were expanding like mad until the recent hiring freeze in anticipation of growth to come. Now, I don't see routing and switching hardware necessarily going off a cliff, but I do see it becoming more of a commodity like the processing power of mainframes and (especially) PC's. Cisco also seems to be suffering the "not invented here" syndrome and staying competitive through acquisitions; not research and development. IBM has reinvented itself to being a solutions and services driven company with some OEM technology on the side. In fact, Cisco is one of IBM's OEM customers. (Like wise, IBM sells and supports Cisco equipment through their services.) Wonder if Cisco will do the same? Sam