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

To: jhg_in_kc who wrote (16245)	8/24/1998 10:14:00 AM
From: mrknowitall	Read Replies (2) \| Respond to of 77400

Welcome to the thread . . . In networking, there is no such thing as "jargon free;" Routers, switches, etc., are the devices (think of them as very small computers with lots of connectors hanging off them) that let almost anything talk to anything. Your connection to SI goes through a maze of links to get to the board and back - many of which, statistically speaking, probably are CSCO's product. As the network grows, so does the demand for things that do this - and there are competitors - all of which together do not add up to the sheer volume of installed CSCO equipment. IMO, anytime is a good time to buy CSCO, simply because they are the market leader (not always the technology leader in every product, but the market leader) and the market is growing. A well run company such as CSCO can be very rewarding to stockholders with minimal risk. Hope that helps. Mr. K.

To: jhg_in_kc who wrote (16245)	8/24/1998 10:16:00 AM
From: Ted Jackson	Read Replies (1) \| Respond to of 77400

Here's my take on Cisco's products...They make routers and switches, among other things. These products are the "backbone" of the internet...Routers connect larger networks together while switches are used within networks. They direct the flow of information so that it has a means of getting from one place to another. With internet traffic doubling every three months or so, their products will be in high demand for quite some time. Their biggest competitor is 3Com, I believe, but also compete with Bay Networks (which just merged with Northern Telecom, one of Cisco's biggest competitors in sales to the telephone companies), among others. Cisco has been the best performing stock listed on the Nasdaq over the last six years, I believe. The management is great, and they are very aggressive and customer driven. Their products are the most successful in the industry, and will likely retain this top spot for quite some time. It is not likely that Cisco will decline in the switches and routers department any time soon, however the Bay/Nortel merger MAY get them a little nervous (no matter how strong you are, it is never good to see your competition consolodating against you). Hope this helps.

To: jhg_in_kc who wrote (16245)	8/24/1998 11:02:00 AM
From: Mazman	Read Replies (1) \| Respond to of 77400

jhg, Check out the latest copy of Fortune magazine. It includes an interview with Cisco's CEO and discusses the potential for CSCO's future growth as the company faces competition from major telecoms as well as from networking companies. regards, mazman

To: jhg_in_kc who wrote (16245)	8/24/1998 1:40:00 PM
From: Uncle Frank	Respond to of 77400

JHG, I've seen your posts on both the csco and dell threads asking for input on Cisco. For starters, take a look at their fundamentals and industry comparisons at wsrn.com I've been accumulating Cisco to participate in the growth of the Internet, and I'm a little too conservative to invest in "idea" stocks, like Yahoo, Excite, etc. Cisco is the clear leader in providing the infrastructure for the Net, and they also have fabulous margins, which will allow them to protect their position. CSCO long term performance versus the other 3 pillars of NASDAQ can be seen at techstocks.com IMO, if you're looking to diversify without watering down your dell returns (too much <g>), CSCO is a great play. Frank

To: jhg_in_kc who wrote (16245)	8/24/1998 4:14:00 PM
From: Lynn	Read Replies (4) \| Respond to of 77400

In addition to Mazeman's recommendation of checking-out Fortune, go to your local library and read the issue of Forbes a year (or slightly over) ago in which Cisco is the featured article (and on the cover). It it a long article that gives the history of the company as well as what it does/future plans, etc. What the article says back then still holds. The Forbes article is _very_ informative for a person now interested in CSCO, despite the article's age. BTW, ask the reference person where the books are that reference magazine/newspaper articles. You can determine the exact issue of Forbes by looking up 'Cisco' in these reference books. Lynn P.S. I am getting interested in Dell and would appreciate your imput (but best sent via a private message rather than here on the CSCO thread).