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

To: RetiredNow who wrote (69123)	10/20/2005 4:43:13 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 77400

OK well we've been through this before- and since we've both been married no doubt, we both know to concede defeat! LOL. OK you're right mindmeld, options are real expenses. Now for something completely different- GOOG just had another blowout. The writing is on the wall, everywhere for Cisco's core business. And we are experiencing consolidation industry wide, still. Cisco is now for the first time taking the storage business which they stumbled on for a little while. The entire internet infrastructure biz including storage, is now going to Cisco (and as a secondary play, JNPR whose stock is also not moving). Google tells us we are finally on the verge of IP-TV and of course VoIP is going strong now. I am bullish on Cisco and if we get much more weakness I'm a buyer. I look at this as almost a contrarian play, it shouldn't be, but it is. Cisco's business is being punished as if it is a mature business like wintel, but it IS NOT. And Chambers is doing a great job with expenses too. The only issue is this options thing. I know some people that still work at Cisco, I will ask them what the deal is with options there and what the plans are. I doubt very seriously that it is status quo despite the appearance currently. I am thinking Cisco is a better place to put your money than maybe ebay right now. But I need to do a little more work