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

To: kvkkc1 who wrote (65994)	8/11/2004 6:33:59 PM
From: Taro	Read Replies (1) \| Respond to of 77400

most of the high end routers now supplied by CSCO are based on proprietary ASICs and can easily be knocked off performance wise by competitive products based on standard fabric from for instance www.greenfieldnetworks.com. Thus it takes no big investment for smaller competitors to meet or severely beat the offerings from CISCO, albeit not having their name of brand to go with that. Shelf-life? Be careful... Taro

To: kvkkc1 who wrote (65994)	8/11/2004 8:46:09 PM
From: t2	Read Replies (1) \| Respond to of 77400

They play cutthroat pricing and other companies give them a look rather than the top dog. Maybe that's why other exec's are telling Chambers they don't know if they're going to pay the big bucks he wants when they can go elsewhere and pay less. That makes sense; now more so than in years past. I heard similar comments from a person I know that works in the industry. This might be the real problems Cisco has to overcome. Can they do it? I don't know but the stock is now riskier than it has been in years past (risk to margins a few quarters from now). Higher risk with only limited growth means the PE should be much lower.

To: kvkkc1 who wrote (65994)	8/11/2004 9:21:29 PM
From: Amy J	Respond to of 77400

I was agnostic too, until one of cisco's competitors had a nasty bug that screwed up an account of ours by sucking all our resources nearly bloody dry, and for what, their bug. I've learned the hard way a person has to look at the TCO. Cisco's interoperability seems stronger to me. That's the power of a large company. I think a person can be agnostic, but if you bump into a repeated bad experience, you start shifting your account priorities if you learn an account hasn't standardized on cisco, because you know that translates into higher risk and more IT support which costs more money. it builds up a resentment when someone else's bug sucks your company's resources dry.