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

To: RetiredNow who wrote (22918)	2/20/1999 10:52:00 AM
From: Joe Dancy	Respond to of 77400

Get a load of this from Money magazine. This guy sure likes CSCO: The new Firsthand Technology Leaders fund, managed by Kevin Landis, has more than half of its assets in five blue-chip stocks-- Cisco, PMC, Sierra, Intel and Texas Instruments. Firsthand rose 77% last year. Landis is the first to concede the perils of his approach. But he believes that in a field where companies come and go overnight, it makes sense to load up on the obvious winners. He points to Cisco, which is 10% of the fund's assets. "People are more and more geared to connectivity, and Cisco is providing the access gear to provide the cable-modem build out," says Landis. "I don't know exactly what Cisco will be worth in three to five years, but I know it will be in the thick of it." FWIW, SI's Mark Johnson interviews Landis at audioinvestor.com

To: RetiredNow who wrote (22918)	2/20/1999 10:53:00 AM
From: William Hunt	Read Replies (1) \| Respond to of 77400

Mmindmeld --- There were two companies brought up a WSJ article last month that were needed for LU to fill out it's technology base in IP Telephony --The two were JUNIPER and NEXTBITS . I did not know LU was an equity partner in either company but I guess it makes sense to keep to hand on the pulse of the future . Also check out both companies to see if they private or listed ( both private ) . By the way I did buy some CSCO when it broke 95 this week . Both companies will do well but it is amazing at how fast things are changing . My son will live in a different world BEST WISHES BILL OWN BOTH LU AND CSCO

To: RetiredNow who wrote (22918)	2/20/1999 11:18:00 AM
From: jach	Read Replies (2) \| Respond to of 77400

Message 7819197 Very very slim chance of CSCO getting Juniper. All of the CSCO largest rivals are deeply into this company. Most of the engineers are from CSCO though and that's one of the key reason why interoperability is not a big issue. In fact, in this GBit switch/router for the Internet arena, there are about a dozen companies all pretty much ready with their products. Look at the post, almost all of them are very well funded and their products are very good. Nexabit for example has products been tested in many large SPs. A simple logic is that when there are too many companies chasing after the same market the price drops. The fact is that even though a significant number of SPs may eventually go to CSCO, by having this many competitors willing to get in the door at any cost, the price margin will hurt. In other words, the SPs will use these companies as their bargaining weapon for price. This is typical, and with this many companies very eager to get into their first SP market, they're all willing to go with low prices. Also, these new companies use the latest technology and so their cost is lower compared to CSCO that needs to consider backward compatibility and installed base.