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

To: Mr.Fun who wrote (21268)	1/27/1999 5:57:00 PM
From: Jay Couch	Respond to of 77400

Sorta OT - Mr. Fun, I was just reminded of the difference between LU's and CSCO's web presence this afternoon. I was looking for some information on a Lucent microelectronics part for a project, and I couldn't find it, so I called Lucent's tech support. After telling the tech support person that I couldn't find what I was looking for in the data sheet that I found on the website, she said 'You found a data sheet on the website?!?!' She was quite surprised... Not really important, but, I got quite a chuckle off of that because we were talking about the difference between LU's website and CSCO's website before, albeit a completely different product line. Jay

To: Mr.Fun who wrote (21268)	1/27/1999 6:15:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 77400

Mr. Fun, thread, Chambers on Fox News... Intro, Cavuto: ebay (just got done talking with CEO), Amazon, AOL etc. should thank Cisco every day for providing the backbone (80%) of it) to enable all that e-commerce, etc. Cavuto: How about that LU, Ascend merger (showed Ascend headquarters front)? Chambers: We were lucky. We knew that was coming, and it could have happened 12 months ago. Implication that Cisco has had a lot of time to prepare for the "new" rival. Cavuto: what's next re mergers, any gorilla makings on the horizon? Chambers, smiling: LU is a gorilla. 4X employees, some # times revenues of Cisco. WRT Cisco growing or merging, Chambers repeated the oft said 'we'll buy 10 - 12 companies a year.' On stock prices, Cavuto: How about Cisco higher, with PE like internets? Chambers, smiling: I prefer the stock price to grow slowly, be boring. That's better for hiring and retaining employees. Cavuto (other side): Are things getting too frothy; your PE about 115 last I looked? Chambers: Our stock price has been that way for 10 or 12 years. You have to look at our earnings by first pealing away (my words) the costs of acquisitions, mergers, etc. Cavuto: Partners next for you? You've had AT&T, Sprint, MCI, several others lately. Chambers: Didn't get it, probably something like 'it will go on.' Chambers projects extremely well. Four bucks tomorrow? Don't know, but would be nice. Tony