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

To: Joseph G. who wrote (16837)	9/6/1998 9:44:00 PM
From: ed	Read Replies (1) \| Respond to of 77400

What are you talking about ? In time of recessio, companies may cut something, like the work force ...etc, but something will definitely not be cut, i.e things to increase productivity for the next cycle ot up trend. You definitely are not a decision maker in corp America. We have been in a bear market since last Oct., just look at the the broader picture, more than 50% of the small to medium cap stocks has dropped more than 50% since last Aug, and some large cap also dropped seriously. Only those large cap stocks with strong products and market positions has weathered the storm, and CSCO is one of them. Why do you say that CSCO has never been traded in a bear market ? Now lot of stocks has touched the bottom, and only waiting for the catalyst to reverse the trend, i.e the comming rate cut !!!!!!!!!!!!!!!!

To: Joseph G. who wrote (16837)	9/7/1998 11:10:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

Joseph, First, CISCO was an up a comer in 94 and now is a bellweather like GE. Second, You should look into the Cisco product line. Cisco is NOT a box maker like DELL...competitors can not just come in a replace a Cisco network like you can shift to a new type of desktop machine. Networks are complex ecosystems and having a common infrastructure usually will result in superior performance. Add to Cisco leading software IOS (here comes stockweenie) and few competitors can compare to the complete offering that Cisco provides. You should research this a bit more. Third, Survival of enterprise companies relies heavily on building more effecient operations. Their networks are their life blood. They're more likely to reduce workforce first. AND, for Service Providers, competition is fierce and network build-out and innovation IS their business. Not adding new technology or new capacity is, in effect, giving up the fight. OG