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

To: Elroy who wrote (71091)	9/16/2006 3:49:02 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

Yes, I agree, every manjor industry has companies gobbling up their competitors, but rarely is that a good move. It's often much cheaper to either out-compete them or expand by out-innovating them. Everyone wonders why Cisco's acquisitions are so successful. Just take a look at how they do it. They don't go out and buy competitors. They eat their competitor's lunch. Conversely, Cisco's competitors buy each other in these huge buyouts and mergers like Alcatel and Lucent, then they fail.

To: Elroy who wrote (71091)	9/16/2006 5:11:29 PM
From: Lizzie Tudor	Respond to of 77400

OT fiorina I think people are harder on executives that take over these iconic companies, and proceed to dismantle the heritage of the company. Thats what Carly did. HP is a company for engineers, by engineers. Its always been that way. Not a glitzy marketing company. HPs rep is "quality", with a corporate culture defined by "the HP way", which means basically treating engineers like leaders and not just serfs, sort of the bottom-up way of managing engineering products. Thats HP. Carly comes in, with her huge pay package, blows the roof off the place, destroys its "quality image" by acquiring a low quality marketing company, proceeds to make a bunch of condescending remarks towards US ENGINEERING TALENT (even though HP is a company for engineers by engineers and Carly is only a marketing wonk) all the while overcompensating herself. It takes decades to build the kind of quality image HP had, but pre-Carly and post-Carly HP has become a totally different place. Pre-Carly, HP was classy place not really mired in the gossippy goings on you hear about from a company like say, Oracle. There weren't too many humiliating public firings at HP in the past. This was all a part of their image. AFTER CARLY, you have a company whose boardroom squabbles are all over the news, a messy humiliating boardroom battle on the Compaq merger, then Carly's public firing, now this Dunn mess where HPs COB will probably be INDICTED. Hps product line might be -ok- now, maybe Carly helped with that, but HPs IMAGE took a huge hit and thats a lot harder to get back. To her credit, I will say she managed the transition from hypergrowth to a more mature PC business better than Dell, even though both HP and Dell must have been getting the same koolaid fed to them from MacKenzie- (which was, move your company to india, cut the upper management out of the product-picture and watch the profits roll in). HP did a lot of this, but not to the degree Dell did, and so avoided Dells fate of offshoring their company away. And we know from Carlys obnoxious comments about US workers she wanted to jettison everything she could. Something saved HP there.

To: Elroy who wrote (71091)	9/17/2006 7:34:24 PM
From: stock bull	Read Replies (1) \| Respond to of 77400

Hi Elroy, Re: <<Wouldnt be surprised if someone gobbles up GTW soon.>> Why would anyone want to gobble up GTW? What do they have to offer any potential buyer? Its another computer company that is hanging on by their finger nails. To my knowledge, they don't have any technology, manufacturing expertise, nor any market share that would benefit any buyer. It would be a waste of money to buy them. Let them die on the vine. Then pick up their remaining customer base. Stock Bull