Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Liatris Spicata who wrote (10630)	12/2/1997 9:16:00 AM
From: Zoltan!	Read Replies (1) \| Respond to of 77400

Merrill Lynch has upgraded Cisco Systems (CSCO 90 7/16) to a "buy" from an "accumulate" and set a price target of $105 a share. Cabletron is expected to get clobbered today, according to Briefing.com as: the company is warning that it expects its fiscal 3Q results to come in well below market expectations. According to Cabletron, weakness in domestic segments and delays in some government decisions is prompting the company to record lower than projected revenues and earnings. Cabletron expects to report a 3Q net of between $0.08 and $0.12 a share on revenues of between $330 and $340 million. According to First Call, Cabletron was projected to earn $0.39 a share, versus year-ago net of $0.44 a share on revenues of $361.56 million. Along with the 3Q earnings warning, the company also said that it expects to take a 4Q restructuring charge of $25 to $30 million, on a pre-tax basis. briefing.com Regards

To: Liatris Spicata who wrote (10630)	12/4/1997 12:26:00 AM
From: Scott Rafe	Respond to of 77400

John Chambers had the exact same thoughts actually regarding single vendor sourcing. Check out the December issue of Electronic Business. Chambers was voted CEO of the Year by the electronics industry CEOs. Apparently he told Cisco Fortune 500 companies that "you don't want to have a one vendor solution" and they replied "Oh yes we do!". He says he got the message and that Cisco End-to-End networking was born. Pretty good further explanation of why and a pretty fair article. Actually says that about 50% of the Fortune 500 have signed on to the Cisco end-to-end so far and more leaning that way. Bunch of ISPs and Telcos becoming "Cisco Powered Networks" as well. Shades of "Intel Inside" no? On a different topic: Why was Windows a "natural"? I believe that brilliant execution MADE it appear to be that way. Shove a GUI on top of DOS???? Considering that the whole idea came from XEROX PARC... Anyone could have done it, GEOS from GeoWorks comes to mind. That Apple was doing it for years before Gates even had DOS worked out... Point is that if it can be done once, it can be done again. Look at Intel. No. I believe that Windows won because of marketing of the very powerful messages that "If you know one Windows program, you can use them all." and "They all work together." Especially, "They all work together." We watched it happen didn't we? INTEL became the STANDARD. Windows became the STANDARD. Do you know that the one millionth(!) Cisco 2500 series router was sold last month? Betcha'... IOS will become the STANDARD. It all works together. FWIW: just my personal pet peeve with the word proprietary... Is Windows proprietary? _Everything_ new was invented by someone, somewhere once. Therefore _everything_ was at one time "proprietary". If it is a good idea AND others do not see it as a threat (or just eventually accept it a inevitable) AND it is available to them they also will use the idea. Then suddenly it is not "proprietary"? Silly huh? Remember how MSFT used to hide their APIs? Now they give them away to developers? I believe the same will happen with IOS. Look at every acronym in the industry. It came from _someone's_ lab. Right? Cisco has more stuff that is now IETF and ITU standards than just about anyone I guess. Gave away a lot of it too. Purely my own conjecture and some historical rememberances... Nice chatting with you. Oh yeah.. UNIX vs NT? Hmmmmmmmm. :-))