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

To: Jimbo who wrote (51409)	4/15/2001 1:38:41 PM
From: MHA	Read Replies (1) \| Respond to of 77399

I think the biggest challange Cisco has is how to convert the Service Provider Bussiness Unit from AT&T style management into a startup up mgmt. i.e flat structure with no fat. FYI, Kevin Kennedy came from AT&T and seems he bought that mgmt culture alongwith.

To: Jimbo who wrote (51409)	4/15/2001 7:09:10 PM
From: RetiredNow	Respond to of 77399

Hi Jimbo, actually Judy Estrin was not the CIO. Pete Solvik is the CIO and he's still with the company. Pete is reknowned in the industry for his visionary reinvention of Cisco IT into an Internet powerhouse. He is responsible for much of the hundreds of millions of dollars saved by webifying most of the company's internal business processes. Anyway, I would bet on Cisco's management team, which have proven their prowess time and again, over all the Wall Street analysts who are claiming their early demise, when most of those analysts were still in school a couple of years ago. Who would you trust? Those analysts have been very wrong over the past year. Of course, in the next year or two, we'll see who's right, but I really think we are very close to a bottom here.