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

To: telecomguy who wrote (48285)	2/6/2001 9:31:12 PM
From: Victor Lazlo	Respond to of 77400

<<Chambers shouldn't have gloated -- now he is looking awfully stupid. >> Chambers recently said that CISCo's year ahead was fine. I guess he meant the last three years of the next ive years look fine.....

To: telecomguy who wrote (48285)	2/6/2001 9:36:09 PM
From: Victor Lazlo	Respond to of 77400

<<Mindmeld/Phoenix, I remember when Chambers was crowing a few months back about how both LU and NT were faltering and not executing and that CSCO is the only company that was executing.........it's now really interesting that he is blaming the TELECOM sector for CSCO's inability to meet his guidance numbers. What was their growth numbers for the Carrier sector versus Enterprise? >> CISCo is weak in the sectors that are growing fastest now, and Juniper is ripping them apart at their old core, only Juniper reinvented it to create a much more dynamic market for themselves. These endearing Cisco bulls should have listened to what Chambers said in Switzerland 10 days ago- none of them did, judging from the responses to my queries here. Bascially he said what was said today- only it was 10 days ago, and in Switzerland !! DUH !!

To: telecomguy who wrote (48285)	2/6/2001 10:22:13 PM
From: t2	Respond to of 77400

Great post comparing NT and Cisco. The problem has been that for some reason, the market wants to focus on Cisco. I also think the market reaction to Cisco will not spread to other stocks and maybe the damage to Cisco itself may not be much. It still is strong in the enterprise market and if the economy turns up a notch..... That is why many bottom fishers will buy tomorrow. Recent product launches may help. I still think it can bounce tomorrow since the negative news has been out there for so long..unlike NT which dropped a bombshell last fall. Only the true believers have been holding on recently and the company will probably be forgiven for one miss. The other networkers/optical stock should do a little better of course. NT got a great deal from JDSU and that should prepare it for the optical component spinoff.

To: telecomguy who wrote (48285)	2/7/2001 12:18:55 AM
From: RetiredNow	Respond to of 77400

Hey telecomguy, long time no talk. Yeah, CSCO screwed the pooch alright. But I don't think NT will be better off for it. It think both companies are in hot water because of this spending slowdown. But you are right, at least NT made their numbers. CSCO pulled out all the stops and still didn't make theirs. What a disappointment. I own equal amounts of CSCO and NT now, so I'm still hoping for the economy to turn around, otherwise neither will do well.

To: telecomguy who wrote (48285)	2/7/2001 2:06:17 AM
From: pat mudge	Read Replies (2) \| Respond to of 77400

Who will it be? CSCO? LU? ALA? NOK? or NT? That is THE million dollar question that I have put my money on! The Gorilla is dead --- what dominant specie will replace it? JNPR's Scott Kriens said many of the same things at NextGen Networks a few months back. He also indicated there wouldn't be one giant (gorilla) but several. Right now NT dominates in the fiber optics terrestrial/metro market and ALA dominates in undersea fiber optics as well as access/DSL. I don't follow wireless, so I don't know who's taking share there. After today's merger with SDLI, JDSU dominates the fiber optics components market with no close second, and for a pure play, it's without peer. Today's report by Cisco should not have come as a surprise. Not only did Chambers give fair warning, the industry has been sending out signals like there was no tomorrow. This was not the Titanic hitting the tip of an iceberg --- the iceberg's been sitting out of the water like someone pulled the plug on the whole damnocean. You said it perfectly --- money supply tightening and CLECs and ISPs falling over like flies, vendors like NT, JNPR, Unisphere Networks, ALA, taking business b/c of their strong carrier-class solutions and in most cases long histories with Tier I carriers, and a shift in the industry from enterprise-based networks to carrier-based. To give Chambers credit, he's made huge efforts to break into Tier I markets but his competition was formidable and he's not had the success he would like. I agree Cisco is no Lucent and with only one miss out of fourteen, the market should go easy on them tomorrow. Lucent, on the other hand, could retire the trophy on most number of missed earnings. Pat