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


To: StockMan who wrote (13005)3/20/1998 4:42:00 PM
From: Eric  Read Replies (1) | Respond to of 77400
 
Stockman

The name of the game is for Cisco to make money, then we make money!

regards

Eric



To: StockMan who wrote (13005)3/20/1998 4:42:00 PM
From: Zoltan!  Respond to of 77400
 
HANNOVER, Germany (Dow Jones)--With mergers, acquisitions and
strategic alliances, the electronic business solution provider Cisco Systems, Inc. (CSCO) plans to expand into Europe and to further boost market growth, currently at around 30% to 50%, said Cisco Chief Executive Officer John Chambers Friday on the sidelines of the international telecoms and computer exhibition CeBIT in Hanover.

He spoke to CNBC News which will broadcast the interview late Friday in Europe.

'It is the first time in four years that Cisco sees faster growth in the European Internet market than in the U.S.,' Chambers said, adding that he is aiming for $10 billion to $15 billion in total Internet sales in the year 2000.

Cisco will pursue a more aggressive expansion strategy in Europe than in the U.S. to capitalize on the liberalization of European telecoms markets, he said.....
interactive2.wsj.com



To: StockMan who wrote (13005)3/20/1998 4:58:00 PM
From: MU Lation  Read Replies (2) | Respond to of 77400
 
Used to be more of a technology leader until they built a large, loyal customer base which has to be taken care of. And I would argue, still a technology leader in most areas of thier business.

MU



To: StockMan who wrote (13005)3/21/1998 8:21:00 PM
From: The Phoenix  Read Replies (1) | Respond to of 77400
 
But they are beating them, and attacking them.

Cisco's end-to-end solution does nothing but slow the entire industry from the benefits of innovation.

Cisco has always been the technology follower, not a leader!!!

Stockman


Uh, well assuming we agree with your position that Cisco does not innovate and only follows, well - who cares. Let's see; Bay is short this quarter and Cisco is??? well we'll see, but we've yet to hear any preannounce. Bay is 25% off it's 52 week high, while COMS and ASND are trading at 1/2 thier 52 week high and Cisco...well right there near the high with an "up and to the right" trend. Never really falling more than 10% off the high...just keeps right on chugging along.

So, Stockman, I suppose we could care about Cisco's ability to innovate, but ya know, what I really care about is Cisco's ability to continue to grow at faster than the market rate. Let the competition spend the money and take the arrows for new product and market development, Cisco will watch, learn, and do a better job.. They have and will continue to do so.

Gary

BTW: Cisco is way ahead of the game when you look at the next revolution of multiservice on IP nets. This is real solution innovation...delivering tangible, usable solutions to customers. Customers don't by technology, they buy solutions to their networking problems.