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

To: Jerome who wrote (55337)	9/17/2001 3:40:28 PM
From: elmatador	Respond to of 77400

Why CSCO has a tough future. I had my doubts that CSCO would amount to much after the bubble. But I had my doubts. Tonight, for the first time, I talked with a CSCO guy. My doubts are gone. In brief: CSCO is a company with people in-love with the technical side of the business but are totally blind to the business aspects. It make me think that CSCO people were a bunch of insider traders that propped nascent companies and technologies that ended up being bought by CSCO. Today, without YK2 propping CSCO, Internet reached saturation and CIO's cutting deep, this cat have to use its next life to live for another day. The problem is, that people in there are not the breed needed to go out there and fight for new business. It may survive. But it will go through a very tough couple of years.