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

To: elmatador who wrote (56897)	1/28/2002 5:57:46 PM
From: Ed Forrest	Read Replies (1) \| Respond to of 77400

The piece would have made for more interesting reading if the writer had dug up the real source of financing for these gray marketers.

To: elmatador who wrote (56897)	1/28/2002 7:45:04 PM
From: Victor Lazlo	Respond to of 77400

<<On the surface, a company like Asset Recovery, which expects to have only around $30 million in sales this year, would seem no more than a blip on the radar screen of an equipment-making giant like Cisco, which, according to analysts, will have revenues of about $19 billion for the fiscal year ending in July. But 2,000 scavengers just like Asset Recovery--twice as many as a decade ago--are out there feasting on equipment from dead or ailing corporate customers that no longer need it. With businesses cutting capital spending and a glut of nearly new equipment for sale, the market for used IT gear has swelled to $20 billion a year. >> This is excellent for the US economy, as it ensures efficiency and cost-competitiveness for our country. Chambers can tell all the tall tales he wants, but CSCO is not approaching a v-shaped bounce back. So all you mindless yahoos who still think CSCO has no competitors - think again; they have many, and one of them is CSCO. LOL! Victor

To: elmatador who wrote (56897)	1/29/2002 8:34:01 AM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

At first glance, everyone on this thread may seem appalled that these little companies are eating into Cisco's revenues. Maybe so. Actually, I'm happy as a clam. The big guys like Cisco, Nortel, and Lucent have only one way to marginalize and beat the little guys like these used router salesmen, and it's not buy threatening their customers with no service contracts. Cisco needs to act like Intel. A huge market exists for used Intel equipment, but that doesn't slow them down, they just double their processor speed and then the market for that used half speed CPU doesn't look so hot anymore. Cisco needs to do the same thing. Upgrade cycles are the key to this and most other IT segment industries. Eat your own young they call it. Upgrade cycles every two years at the least. If they are selling a used terabit router, Cisco should make a 10 terabit router to obsolete it. If they can't figure out how to do that, then they should shut their doors now and save shareholders the time and money. But I have confidence that Cisco can do exactly what Intel has done for decades. So I've bet where my mouth is. Case in point: biz.yahoo.com Just another of constant new functionality or product announcement by Cisco. R&D is alive and well at Cisco.