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

To: Mr.Fun who wrote (20993)	1/21/1999 5:01:00 PM
From: Steve Lee	Read Replies (2) \| Respond to of 77397

Mr. Fun, Didn't you say that both LU and ASND will report BLOWOUT numbers a few days ago???? To me, it's plain wrong. BUT I really liked your posts

To: Mr.Fun who wrote (20993)	1/21/1999 5:35:00 PM
From: DiB	Respond to of 77397

You still haven't answered to this: Message 7365383

To: Mr.Fun who wrote (20993)	1/22/1999 8:00:00 AM
From: JRI	Respond to of 77397

Mr. Fun- Great job with your complete posts. Well-appreciated. <eom>

To: Mr.Fun who wrote (20993)	1/22/1999 1:48:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77397

Mr Fun, I have no problem with your opinion...so long as you post it as your opinion. HOwever, you post (like Jach used to do) your opinion as fact. Furthermore you mention that the analyst reports demonstrate that Cisco is mis-reporting. It seems to me that the analysts (if they were any good) would know that and fix these errors. If their not that good (which I don't think they are), then using thier reports to "get a bead" on the market is flawed. As for Cisco reporting Stratacom revenues. They don't. Unless you have inside sources that are giving you these numbers - you don't have them. If you do have inside sources and your posting these numbers then you are sharing insider information on the thread. Big No-No... As for the SP's you pointed out..you named only 3. Perhaps you should go back and do your homework. I refuse to do it for you. It really is unfortanate you seem to have developed a following here. I guess the fact that you're fairly articulate and tell a good story has got some confused. Not me... Finally, if you believe that Larry Lang is the all see'er at Cisco and that I am him, well you're wrong on both counts. :-) I do like Larry though ;) OG

To: Mr.Fun who wrote (20993)	1/23/1999 1:18:00 AM
From: jach	Respond to of 77397

<Cisco will not be able to gain enough additional market share to make up for it.> absolutely correct! it will be a sudden death syndrome when it stalled. As easily as those more than 50% of sales orders came through the Internet, it can also go the other way around. The initial build up of the Web mania has cool down and the order rate will go down. Adding to that is the impact of the y2k stuffs. As pointed out in earlier posts: 1. Enterprise mkt- many Gbit companies are taking substaintial mkt share 2. WAN SP ATM mkt - CSCO old strm switches are no match for ASND GX550 and FORE ASX4000 ATM switches 3. CSCO own Router mkt -> more than 10 companies are ready to compete with extremely competitive pricing. Remember wehn ther are many compaetitors the prices drop even though the sales are still great. Look at the DRAM mkt and disk drive mkt, example IOM and SYQT. 4. new markets, such as home networking-> imo, this is a big gamble for csco as the cost of promotion is high and the profit margins are too thin. How can CSCO gets their 35% margin in this LOB. Look at low end ethernet switch and hub mkt, it's 100$ for a switch and you can get at a computer store. A few years from now one can buy a full blown router for a few hundred $s at the local computer store. Based on these facts, it's hard to see how the price premium can be substained at these levels going forward. all imo.