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

To: nihil who wrote (21193)	1/26/1999 11:20:00 AM
From: The Phoenix	Read Replies (4) \| Respond to of 77397

nihil? You haven't heard from the pro-side on this company? You haven't heard about their continued dominance in the enterprise, their continued increases in market share in the carrier space, their virtual ownership of cable head-ends and their spearheading of the worlds largest DSL deployments. This along with a management, sales, and marketing team that is second to none continues to fuel revenue and earnings growth well beyond the norm in the market. You want specific numbers - go look them up, they're on every financial page you look at. If you want the bulls on this thread to do your work for you then you should go to the DELL thread. As for Jach, BR, and Reddy and other shorts, as you pointed out they have some good points, but unfortunately they re-hash the same points over and over.... the same points that bulls know all too well. Competition, margin pressure, etc... this isn't news. We hear these same points at every earning report directly from the management team themselves. This all leaves us with speculating on what MAY happen going forward. How will the ASND/LU merger affect competition? Who will Cisco partner with to strengthen their position? What will the government do to help stimulate technology markets and what affect will Y2K have - if any on spending? What about foreign market conditions? These are subject that will materially affect earnings that are truely unknown. To think that terrabit routers will knock Cisco off is un-realistic. Look at history, big gorillas get knocked off not because of bigger faster technology that is similar to what they already have, but a complete new way of thinking or new technology. The PC took the wind out of IBM's sales (they recovered by the way), Smith Corona didn't see the PC coming. Xerox is just getting a clue. Apple failed because of their business model...they still think they're a hardware manufacturer. DELL took on the PC manufacturers because of the direct model, and retail companies are getting a run for their money because of e-commerce. These are changes in paradigm....not bigger, faster or cheaper products of the same technology or delivery methods. SO, this is why I personally beg to differ with Jach that competition will be CISCO's undoing. Cisco, LU/ASND, NT, and a few others will do very well during the upcoming infrastructure build-out. OG