Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jach who wrote (24840)	5/5/1999 12:41:00 AM
From: Freeflight	Respond to of 77400

so csco team is managing their business being lean and mean. no pain no gain......if you buy cisco story: old world firms like LU, NT, alcatel, siemens never cut projects and thus keep too many parallel projects going and become fat pigs. Chambers/Mortgridge doesn't want to repeat original old world biz game: ATT, Northern Telecom, ITT, ROLM, MITEL (same guys at NN now), Wang, DEC, Prime, Sperry, Burroughs, Honeywell, Wellfleet, got too fat and happy syndrome. IBM and ATT's LU spin-out are only ones who came back from MK Cap grave. Xerox, Motorola and Kodak still trying to come back now. Frankly, CSCO pulled LU back from mk cap grave and gave even more legitamcey to the sector. Nokia will put Motorola back from grave in same way CSCO set the upper mk cap bar for LU big time within 16 months, Qualcomm will end up as a weak sister in telecom sector like coms in networkers sector. Clearly, the management team and intellectual property is what gains sector share. just look at what BMW is doing to Harley Davidson in the motorcycle sector in just two years. I'm hooked on this investing cuz picking winners is so common sense, but i gotta get a life and throw this pc out the window like the ZDNet video clips.