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

To: StockMan who wrote (14414)	6/5/1998 1:36:00 AM
From: jim black	Read Replies (1) \| Respond to of 77400

To all: a question from a naive newcomer: Might CSCO buy TLAB?

To: StockMan who wrote (14414)	6/5/1998 2:23:00 AM
From: Curtis E. Bemis	Read Replies (1) \| Respond to of 77400

So what must Bays margins be ?? -30% ?? Thats really cool--NOT >Lucent operates on 46% gross margins, Cisco at 65%.< I don't see how you can have a 461M$ loss and continue to post the crap that you post on this thread. Check your mailbox at work.

To: StockMan who wrote (14414)	6/5/1998 11:07:00 AM
From: The Phoenix	Read Replies (2) \| Respond to of 77400

Lucent operates on 46% gross margins, Cisco at 65%. Guess what happens when LU and CSCO compete with similar products (which will have to be at similar prices) Once again you have demonstrated you lack of knowledge on product life cycles and marketing in general...one of the reasons BAY is so pathetic at turning their business around. LU and CSCO will battle head on with new technology and products (not existing) with the intent of migrating legacy telephony networks onto packet environments. This new equipment will command higher margins at first (perhaps for 5-10 years)- at what might likely be higher margins than Cisco currently enjoys. You've assumed CSCO's margins would decrease - why not LU's improving? LU margins are low because they deal in an environment where price is a key consideration - not function or product differentiation. The telephony networks are staked out for the most part and product differentiation is muted leading vendors to compete on price resulting in lower margins. This will not be the case in the emerging IP telephony and Multiservice IP markets. So, Stockchild!...you are once again wrong in your musings and have once again displayed your lack of knowledge regarding nacent lifecycles. I suppose BAY doesn't want to play in mutliservice IP nets because they're worried about reduced margins. Well, then they should definitely sell because if BAY isn't moving to these environments they will be left in the dust playing with their gigE toy's that no one wants to buy. THat being said, you must really get a kick out of this forum. Why else would someone come here and post the stuff you do other than for fun. I hope you're enjoying yourself. Because given your goals here I don't think we can expect intelligent commentary from you....You're just here to flame CSCO. Well guess what, we don't care! Cisco is doing great and will do even better going forward!!! Gary

To: StockMan who wrote (14414)	6/5/1998 11:07:00 AM
From: JRH	Respond to of 77400

Hint: Cisco's margins goes down. Check out COMS to see what happens when gross margins goes down. Hint: Cisco's margins go down (duh, that is the economics of business). Check out BAY to see what happens when gross margins go down. Lucent operates on 46% gross margins, Cisco at 65%. Does Cisco sell comodities like telephones and answering machines? I think not...