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

To: Lizzie Tudor who wrote (63259)	3/13/2003 12:51:19 PM
From: Elroy	Read Replies (1) \| Respond to of 77400

Sorry I don't have much time to respond as I am on my way to the Trader Vics in Abu Dhabi for dinner, but again you haven't responded (much) to my point - Cisco has almost no price pressure from competition. You say they do from Dell in Wifi cards? What's that 0.05% of their business? Cisco makes switches, routers, access devices and some other mumbo jumbo that are used to build LANs, have access to WANs, route traffic and then do all the neat things you can do on a network - that's their core business, and their customers will pay premium prices for Cisco gear, and will not take produce from others just because it is less expensive. So their cost structure is fine, their only problem is demand (the revenue line). Anyway, gotta run for Chateau Briandt (or however it is spelled). Your man in Arabia says, goodnight! Elroy

To: Lizzie Tudor who wrote (63259)	3/13/2003 1:56:13 PM
From: rkral	Read Replies (1) \| Respond to of 77400

re "I really hope Cisco can make it, I think its a great company but Chambers all but told you folks that he felt passionately about this options issue and I can see why- their company WON'T WORK without an options pay scheme. The future is bleak for Cisco, this is where the real leaders are made- lets see if Chambers can make the hard decisions, cut staff by 2/3 domestically and re-engineer- or, take the company apart and merge with IBM/Dell/Intel." Lizzie, I suggest you take a long relaxing vacation. You are becoming an irrational extremist, IMHO. Regards, Ron