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

To: Lizzie Tudor who wrote (62057)	10/17/2002 5:29:50 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 77400

I don't remember all of the chipsets that BRCM provided to CSCO, but it was definitely in their DSL, Cable and their GigE and I think even 10GE. At one time CSCO was BRCM's biggest customer. I don't know if that is still the case.

To: Lizzie Tudor who wrote (62057)	10/17/2002 5:31:20 PM
From: t2	Respond to of 77400

Cisco must have pulled a rabbit out of the hat to make their numbers, and we know they made them because its too late to warn. Chambers would have warned on either revenue or earnings I think to maintain credibility with the street. The only way cisco can pull revenue now is killing off the competition entirely which I think they've done. This is an incredible management team. I would have expected more cautious comments out of Chambers if they were going to miss their numbers. He basically spoke about the marketplace in general is what I recall. They have been quiet lately and I take that as positive. I agree with the idea that they are killing the competition. They have to compete with JNPR for carrier business but I believe they are basically a monopoly in the enterprise segment (a very significant percentage of their business). That is a good place to be for this company, especially given the relative weakness of late. I think Csco can have an incredible run up ahead of earnings.