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

To: Wyätt Gwyön who wrote (52622)	5/9/2001 2:14:59 AM
From: Yaacov	Respond to of 77400

I doubt he sees 3000 upstarts soon! Most of the lst year upstarts maybe in chapter 11!

To: Wyätt Gwyön who wrote (52622)	5/9/2001 4:03:45 AM
From: elmatador	Respond to of 77400

That's what I keep calling shrinking to its natural size. My scenario for the next years: CSCO will sell telecom gear via big vendors (LU, SI, ALA, NEC or NT). Then they will sell LAN gear to the enterprise directly. The invasion of each others turf -CSCO going to telecoms and big telecom vendors going to data networks- will be gone in a year. Those big telecom vendors will stop such purchases done to match CSCO bluff: ERICY/Juniper. LU/Ascend, NT/Baynetworks and ALA/Newbridge. CSCO, in its turn, will stop trying to be everything to everybody. Call it the end of convergence. Investors should take this 3.000 to 150 drop with a grain of salt.

To: Wyätt Gwyön who wrote (52622)	5/9/2001 4:21:45 AM
From: elmatador	Read Replies (1) \| Respond to of 77400

By saying that: he remained "optimistic" that Cisco's long-term growth could return to the 30 percent to 50 percent range, even as the industry Cisco serves consolidates.) Chambers sealed his future. How comes he can be so overly optimist when his Chief Strategy Officer Mike Volpi stated that "visibility is still very cloudy". Had he stepped back a little and had not mentioned these 30%-50% figures he would have a way out. But now those numbers are going to come back to haunt him in a few quarters. I don't think CSCO will have the same CEO by end of this year.