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

To: The Phoenix who wrote (47589)	1/30/2001 7:26:28 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 77400

Gary, So then your assumption is that Cisco pays their employee's less than the competition and that they make up for this by using options? No, my assumption is a little different. The reality is, all the other IT equipment companies and software suppliers do the same thing. But that doesn't mean it's not compensation. And if employees stop anticipating an options windfall because the stock is no longer a highflyer, they will want more of the green stuff. Microsoft is a case in point. Think of this way: if Cisco didn't give their employees ANY more options, EVER, what cash compensation would be required to retain all of the employees? This is not specific to Cisco. You can repeat this thought experiment on any other company as well.

To: The Phoenix who wrote (47589)	1/30/2001 7:26:48 PM
From: Dave	Respond to of 77400

I hope this is true.... lightreading.com Cisco Set to Ship OC192 WASHINGTON, D.C. -- Cisco is expected to announce on Wednesday a series of new products in its IP+Optical group, including a 10-Gbit/s (OC192) interface for its routers and the ONS 15327 Sonet multiplexer. In addition, Cisco is expected to announce new customers for its routing and optical products. Sprint Corp. (NYSE: FON - message board) and AT&T (NYSE: T - message board) are the telecom carriers expected to be among the customers, according to sources close to Cisco. The product announcements, confirmed by several sources here at the Comnet trade show, come at a crucial time for Cisco. The delivery of the high-speed OC192 cards for Cisco's line of routers has been eagerly anticipated. Juniper Networks Inc. (Nasdaq: JNPR - message board), Cisco's chief competitor in the router market, has been shipping the 10-Gbit/s interfaces for some time. Avici Systems Inc. (Nasdaq: AVCI - message board; Frankfurt: BVC7), a router startup that recently went public, announced support for OC192 several weeks ago (see Avici Intros OC192 Line Card ). "They're a couple quarters late [with OC192] but it's a psychological barrier that they needed to cross," says Seth Spalding, an analyst with Epoch Partners. Spalding says the news may give Cisco a short-term boost in confidence, but it doesn't change the long-term competitive picture with Juniper. "Not a lot of the market has gone to OC192, so it's not too late to catch up," says Spalding. "But the real reason Cisco is losing market share to Juniper is port density, not the interface speed. It's not going to change the near-term revenue picture." The ONS 15327 launch had been previously reported by Light Reading (see Cisco Hatches Cerent 'Mini Me' ). It will be announced one day after Redback Networks Inc. (Nasdaq: RBAK - message board) announced a directly competitive product, the SmartEdge 100 (see Redback's Got a Mini-Me, Too ). This story will be updated as soon as more details are available. -- R. Scott Raynovich, executive editor, Light Reading lightreading.com