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

To: William F. Wager, Jr. who wrote (67270)	3/9/2005 1:02:50 PM
From: hueyone	Read Replies (2) \| Respond to of 77400

LOL. In the webcast meant for shareholders Chambers is optimistic and saying things are looking good; in his lobby's presentation (TechNet) to capitol hill yesterday, the entire tech industry is in a terrible crises related to impending expensing of stock options. You gotta take anything Chambers says with a grain of salt. Has everyone already forgot Chambers last big push to pump the stock with his predictions of 25 to 30% YOY earnings gains for years to come right before Cisco fell off a cliff and started its crash in year 2000? Imo, Chambers is basically a very well spoken, convincing, salesman guy that is not averse to changing his message to suit his needs and audience. Having said that, I do tend to buy in to the optimism scenario more than I do the scare tactics that Technet is employing on Capitol Hill in an effort to keep executives self serving no expense stock option scam going. And once again, regarding the US' global competitiveness with regard to tech, ignoring employee compensation and inflating earnings on the income statements is not the answer. JMO, Hueyone

To: William F. Wager, Jr. who wrote (67270)	3/15/2005 4:43:29 AM
From: Amy J	Respond to of 77400

FEATURE-Microsoft, Cisco seen competing in Internet phones Thu Mar 10, 2005 03:34 PM ET By Reed Stevenson and Deborah Cohen SEATTLE/CHICAGO, March 10 (Reuters) - As Microsoft Corp. develops software for advanced telephone systems that work over the Internet, it is on a collision course with Cisco Systems Inc., another industry titan with similar ambitions." yahoo.reuters.com Both companies will need to collaborate on their core strengths, rather than overlap in their areas of weakness. The product managers from both companies will need to stick to their core competencies, rather than wasting resources on their weak areas. Knowing where to draw the line is an art, not a science. These lines should be drawn between "mass vs traffic" Does Cisco really want to waste time with the onesy twosy Ma & Pa shops vs the higher margin corporations? Does Microsoft really want to see the network go down? So let Microsoft's strength for the proliferation of breadth open this industry up further, but let Cisco take over the traffic from there. In a nutshell, Cisco should own the network infrastructure, but Cisco should get out of the AB GUI business - end users don't even use it. In fact, the mobile folks have beat both Microsoft and Cisco to the punch on the AB standards imposed in the VoIP arena, so far. A good working system wins the market for both. Not power battles that create IT problems. A few devils-advocate thoughts: Will VoIP really be that popular if Cisco and Microsoft were to stumble on where to the draw the line, when everybody is moving to cellular anyway? Typical salespeople are on their mobile most of the time so why do they need a VoIP phone? And what if the solution comes from some unexpected direction that the industry may not see yet. Skype, for example, probably has more VoIP users at this point than all the other vendors combined. Cisco will need to focus on the backbone stuff invisible to the user. The address book decision will be controlled by the cellular handsets. Microsoft needs to get a move on proliferating their OS onto mobiles because the mobile standards are already being imposed into the VoIP arena. Cisco is not a consumer software firm, and it should really stop fantasizing about this. Microsoft should stop fantasizing about network infrastructure. Meanwhile, mobiles are beating them both. Regards, Amy J