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

To: michael97123 who wrote (54862)	9/2/2001 11:46:07 AM
From: hdl	Read Replies (1) \| Respond to of 77400

csco will buy ciena. have some swordfish and salmon on the grill. skip the hot dogs and hamburgers. get some exercise. buy csco every month. polonius

To: michael97123 who wrote (54862)	9/2/2001 12:05:46 PM
From: RetiredNow	Respond to of 77400

Good point, Michael. It could be that this October is different in that many funds have been selling all year long, so their selling may be finished. But at best, I think we trade sideways, so you can eliminate some downside risk by waiting until mid-October at least. As far as the Ciena/SCMR rumor, that is an interesting one. Cisco considered purchasing Ciena awhile back and I still think they made a monumental mistake in not buying them when they had the chance. Judging from Cisco's acquisition habits, though, I'd say SCMR is a more likely candidate. But I'd rather see Cisco buy Ciena to get a major leg up in the optical space, while everything is cheap. Contrary to what everyone believes right now, optical is a very big deal and will be the place to be in 2-3 years again. Cisco absolutely needs to have a bigger showing in this area if they are to continue being the powerhouse they are today. One thing I fear is if some of these future technologies every become viable, they may replace many of the intelligent switches/routers that are the mainstay of Cisco's business today. So Cisco would do well to pay attention and start betting with some of that $18B in cash. JMHO. I would love to see a Cisco/Ciena hook up.