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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: Techwatch who wrote (7774)	5/6/1999 9:01:00 PM
From: hitesh puri	Respond to of 21876

Cisco is in deep trouble going forward. Mory's words from the last share holders meeting are ringing in my ears. He said it at least thrice that Cisco is a fine company and great in the enterprise space BUT they do not have a WAN strategy. I am only seeing through Cisco's smoke and mirrors now and realizing the truth of his words. The first Network World article on Monday was informative but this one is an eye-opener. Many of us on this thread have maintained that Cisco's sweet talks and Chambers customer visits might work on CIOs of the Enterprise world but when it comes to the big money customers of tomorrow i.e. Telecom Carriers, they better deliver top of the line products and adhere to a strategy that does not conveniently change as per their product development snafus. With a PE of 60 you cannot afford such double standards and show puny product lines. You just cant. Specially when you have hyped so much and then you suddenly change your tune. A mere PE adjustment from 60 to 45 since it aint the King no more gives it haircut of around 25+. -Hitesh

To: Techwatch who wrote (7774)	5/7/1999 7:13:00 AM
From: bill c.	Read Replies (1) \| Respond to of 21876

Does anyone find it interesting that Gary doesn't want to post about Cisco's missing WAN strategy? He owns ASND, LU and CSCO and spent all last weekend looking at the Lucent Circuit Switching future... 3-4 years down the road, but he doesn't want to look at the present day CSCO missing WAN strategy. His MAJOR point was the broadband networks migration strategy. Well, Cisco is lacking one He would rather dwell about Lucent's slow growing circuit revenue, ~10%. He wants to understand where Lucent is going to get it's revenue to make up for circuit switching. Has he added some of the missing Cisco WAN revenue to Lucent's bottom line yet? Gary should post a few questions like: 1) Competition in routers is about to become fierce, how can Cisco keep it margins and market share. How is Cisco going to REPLACE that router revenue, which is going to happen in 1999!!! 2) What is Cisco's WAN strategy? Even if Cisco comes out with some big news on future products in the coming months, will they call is quits on those products? 3) Stratecom failure. What is going on with the IP+ATM next generation platform? 4) Cisco's PE is ~60, with everyone getting into data and Cisco being a Data ONLY company, where is the revenue going to come from to support this current price? 5) Why is Cisco buying old-world technology companies? BUT NOOOOO.... He would rather dwell on the 3-4 year look on Lucent's circuit switching revenue and never look at the new Lucent Data ONLY equipment. Mr. Fun has asked him 5 times now to look at the new Lucent data equipment. Why hasn't he looked?? I have the answer... Cisco Hyyyyyppppeeeee!!!! When the GARY-BS meter hits critical again, I'll be back with FACTs, URLs and FIGURES to terminate the BS .... until much later.