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

To: jach who wrote (18240)	10/17/1998 2:25:00 AM
From: Shroder Wertheim (Hijacked)	Read Replies (1) \| Respond to of 77397

venerable Cisco - 98 Gerard Klauer Mattison & Co. (Cristinziano, M. 212-885-4 COMS--New Packet Corebuilder 9000 Exhibits Impressive Speeds and Feeds--BUY 3Com+(COMS)- New Packet Corebuilder 9000 Exhibits Impressive Speeds and Feeds-- Reiterate BUY New Corebuilder 9000 moves COMS ahead of the competition at the high end-maintain estimates, reiterate BUY. We view the product as a strong contender at the high end, complementing the already successful ATM version of the Corebuilder 9000 and boosting the company's ability to compete in the LAN backbone, even against the venerable Cisco.

To: jach who wrote (18240)	10/17/1998 8:23:00 AM
From: The Phoenix	Respond to of 77397

Jach, what's your game...you post a comment from the ASND thread from some yahoo that hasn't got a clue. You didn't investigate his claim at all then posted it. Did you see the response I made to him? Why don't you read that? Message 6051475 in the report is said CSCO was beating expectations for Q3: OG *************** From Credit Suisse First Boston: MMC Networks (MMCN) · Cautioning about near term flatness in revenue as older products fall off and Asian woes continue. 1999 EPS reduced 10-15% to range of $0.45- 0.50 from $0.55 previously on 12% revenue reduction given low starting point of Q4-99. · Design-ins at still strong but orders weak leading to resumption of top line growth by Q1-99. MMC is seeing increasing interest from major network-ing vendors (potential new OEMs) but not expecting revenue until 1H-99. · Cisco business is in good shape with business running ahead of plan for Q3; Q4 still a wild card but relationship strong and have secured an addi-tional design with Cisco.

To: jach who wrote (18240)	10/17/1998 1:11:00 PM
From: Dinesh	Respond to of 77397

Jach your argument is based on FAULTY premises. You are assuming that Cisco cannot build its products without using MMC Network's components. In other words, MMC Network is a monopoly with a chokehold on Cisco. If that's the case, why would MMC Network CUT its sales to Cisco ? But I am already long CSCO and I don't know where you stand... Regards Dinesh OT: -- a brand new sales pitch this -- Salesman at Shen's Infinity in Redwood City trying to cajole a prospect: ... it is only your lack of intelligence that is keeping you from understanding the full value of my offer ...

To: jach who wrote (18240)	10/17/1998 1:40:00 PM
From: Bong Lewis	Respond to of 77397

"Just look at some stocks such PSFT" why comparing apple with orange?

To: jach who wrote (18240)	10/17/1998 2:46:00 PM
From: JRH	Read Replies (3) \| Respond to of 77397

Jach: What about when folks like Jabil (one of CSCO's key outsourcers) reported horrible earnings and CSCO still beat estimates? I guess that would go against your predictions...

To: jach who wrote (18240)	10/17/1998 5:05:00 PM
From: Lizzie Tudor	Respond to of 77397

This can drive the price down drastically. Just look at some stocks such PSFT, can be cut in half within a day or two. FYI, enterprise software has fundamental issues beyond the general market ... please dont compare software with the networkers or systems vendors until after y2k. Y2k is primarily a software problem after all. We were seeing fundamental weakness in enterprise software last summer when the mkt was at an all time high (talking about fundamental weakness in the sector - at that time stock prices were still high). Michelle