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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Suresh who wrote (16402)	6/5/1998 2:40:00 PM
From: Clint E.	Respond to of 69063

Suresh. I am getting out of shorts and won't trade for a while. They are sending mixed signals. NAZ flat now. Clint

To: Suresh who wrote (16402)	6/5/1998 2:59:00 PM
From: Clint E.	Read Replies (1) \| Respond to of 69063

Suresh. I am all out. I will not trade for a couple of days. It is not worth it. Clint

To: Suresh who wrote (16402)	6/15/1998 3:27:00 AM
From: Johnny Canuck	Respond to of 69063

More indications that CSCO's traditional markets are maturing. Their entry into the lower margin businesses indicates they are exploring all avenues to try to sustain their growth rates. It also indicates that there are limited areas where they see explosive growth. ****************************** techweb.com Cisco CEO Plots Acquisitions (06/11/98; 11:19 a.m. ET) By Shawn Willett, Computer Reseller News Cisco said it plans to make 10 to 15 acquisitions in the next year as it ramps up to compete against carrier providers such as Lucent and Nortel, according to Cisco CEO John Chambers. Speaking to CRN this week, Cisco (company profile) executives also laid out plans to attack the low-end consumer and small-office/home-office (SOHO) markets. "At least half of those [acquisitions] are going to be in the data-voice integration," said Chambers. He said San Jose, Calif.-based Cisco wants to be there to upgrade carriers and ISPs to the next generation of equipment that lets voice, video, and data exist on the same line. "Why someone would build a voice-only circuit-based infrastructure right now is beyond me. ... The main question these guys [carriers] are asking is, 'How do I integrate voice and data, and how do I differentiate myself in the market because of it?' " said Chambers. Cisco's CEO did not say what companies they were eyeing as acquisition targets, but they are definitely ruling out a merger with competitors Lucent and Nortel. "We'd prefer not to buy a CO [central-office] switch. I'd prefer to partner on that," Chambers said. Other Cisco executives talked about expanding into the SOHO market. In addition to low-priced hubs and switches, the company is investing in digital subscriber line (DSL) remote access routers and modems. "We have committed to starting a consumer market and have acquired DSL products just for that purpose," said Richard Steranka, director of channel marketing for small/medium businesses. The company is even considering partnering with cable providers to provide items such as set-top boxes and cable modems. The move toward the low end is driving another trend at Cisco: the move toward distributors. Executives said over the past three years, Cisco has dramatically increased product revenue going through two-tier distribution. This fiscal year, which ends June 30, revenue from the channel will reach $1 billion, officials said. That is up from $400 million in 1997 and $180 million in 1996. "The number of resellers we deal with directly has really gone down," Steranka said. Despite the increased volume, Cisco said it does not plan to increase the number of distributors, which stands at three.