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

To: Bindusagar Reddy who wrote (18749)	11/4/1998 12:05:00 AM
From: jach	Read Replies (2) \| Respond to of 77398

The ultimate judgement will come when CSCO announces their earnings report. IMO, there is a 50% chance of CSCO saying about the future qtrs to be soft and margin to be lower. Note that, CSCO has been making many announcements, but the majority of these announcements are not major contracts or deals. In 1999, CSCO will be tested in many areas, coming from large telecom companies (LU, NT, ALcatel, Ericsson), the new GBit startups that have matured (Extreme, Foundry, Alteon..), the high-performance IP switch router bunch (Avici, NetCore, Pluris, Juniper..), and big ATM players (ASND, FORE, COMS, LU, NT). One has to wonder, with this much competition will the profit margin not going to suffer? IMO, it very likely will. CSCO needs to be extremely good at all fronts to compete with these companies. This can be tough as the burden of co-ordination and management(both business and network management) of all these acquired companies' products can become heavier and heavier. The downside contributor from this burden is that new products development suffers, and thus the competitive edge. Remember what was said, CSCO needs to be extremely good to compete at all fronts.

To: Bindusagar Reddy who wrote (18749)	11/4/1998 11:05:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 77398

BR.... Now WHY in the world would CSCO want to do an announcement to boost CIEN's stock price - especially if they wanted to buy them. DUH! BTW: IP over WDM is real. CSCO is real. CSCO's revenues are real. I'm puzzled by your position that CSCO only ships announcements and not products. Sheesh.... CSCO revenues are 10 times that of ASND's. CSCO's backbone sales are equal to if not larger than ASND's. IP over WDM will squeeze ATM and if you don't believe it go talk to Bucky89. As an ASND bull he will concur with this. OG