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

To: kvkkc1 who wrote (60847)	8/7/2002 1:58:40 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 77398

You hit the nail on the head in present day telecom. They have an inability to provide services in a profitable way. They're in a downward spiral. You know that most of Cisco's business is enterprise, right? It juniper and some others that sell into the carriers primarily, and since cisco was losing share to jnpr once, the telecom collapse allows cisco with their cash position to put pressure on jnpr and build out their product offerings for the carriers. And the analysts are raising estimates, based on what? I think its the 13% y/y revenue increase, 500mm more revs this July qtr than last. Can't argue with that, can you? And this is mostly enterprise is my guess, whats gonna happen when the carriers DO come back and cisco gets that business in its entirety? This is all fundamental, I know the stock mkt is in a funk so not buying here is probably as good a strategy as any, you probably won't miss much. L

To: kvkkc1 who wrote (60847)	8/7/2002 8:36:04 PM
From: OWN STOCK	Read Replies (1) \| Respond to of 77398

kvkkc: The service providers can obviously do their job in a profitable way: they choose not to. Why? Unfair competition: they like it. As long as RBOCs have local service to lean on, they are fine. Ever wonder why wireless is so cheap: one word, competition. $19.95 for local and long distance (some competition in the market), versus a DSL line at $49 (non-competitive market). No wireless towers in the 'hood forcing you to use wired service. Should tell you how the game is played. It should also tell you how to play the forward game: force or at least stimulate local competition. Good news is it looks like things are moving in that direction: wireless (public 802.11), versus coax. I sense some moves coming. JMHO -Own PS: IMO, CSCO is doing reasonably well, and except for the political mess that telecom is in, would be doing very well.