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

To: Mr.Fun who wrote (25548)	5/12/1999 1:30:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 77399

Those of you who are more aggressive, don't be so in love with CSCO that you don't think critically. Yeah, Fun, as I said in an earlier post, I am going to "Ride the Tiger on Cisco until I see it level off. This is a stock that seems to come back to an 80PE consistently. The "Hype" at the meeting was much more than normal. I see 145 by this time next year, but, we could run to it this summer, go past it, and come back if the hype holds, and the mo-mo boys get on it.

To: Mr.Fun who wrote (25548)	5/12/1999 1:35:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77399

Mr. Fun, You are intelligent and typically find your analyses useful, insightful, and usually unbiased. But this time... well, your bias is showing through. I agree that the $600M run rate for broadband access in CY2000 is a low number. Heard of sandbagging? You still haven't acknowledged what T is doing with UMG and TWC and have chosen to ignore the impact this will have on POT's growth. Remember POT's growth IN THE PAST has been mainly due to second lines for PC connections. If T succeeds you can wave bye bye to that. Being a LU holder I certainly hope they don't have the arogance you displayed in that last post. Cisco is serious about taking a chunk out of the telephony space and out of the carrier market. If LU demonstrations the same arrogance as you appear to have then perhaps I should reconsider my position. Q2 guidance due to Y2K. Have you heard of investor lawsuits? CIsco would be remiss if they didn't temper this. They clearly are upbeat about next FY however absolutley had to temper Q2...just in case. If they said next FY is in the bag and Q2 did suffer due to shareholder suits that would be a drag on earnings. Hell, they're still trying to deal with the bogus lawsuits LU filed. LU, as I said on the LU thread, simply wrapped some IP and OSS technology around their circuit switches and called this an IP telephony strategy. That's not going to fly. It will not reduce cost or complexity and LU will slowly beging to lose that battle. Carriers that don't reduce the cost of running their infrastructure will be unable to compete with those that have....T will drive this shit. I can go on and on. Again, I think you understand this market and the technology well, but I would like to suggest that we look at what is happening. Hell, even LU is building IP telephony chipsets which will likely be used in enterprises as well as in homes. If telephones are IP devices you'll need servers - not PBX's..... OG

To: Mr.Fun who wrote (25548)	5/12/1999 4:12:00 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 77399

Mr. Fun, Good post. Of course, I disagree on the world dominance thing, but I am biased<g> I also believe that CSCO will get more than just the tiny portion of the voice market. I don't think that it will happen overnight, but there are strong indications that the market likes the idea of one network supporting all traffic. But the general market will not accept a solution that does not offer the same levels of reliability and features that are enjoyed with current voice solutions. I think that the Y2K message is very interesting and it will be interesting to see if other tech companies start to make similar comments. Fortunately, I only have to be in Vegas for one day. Fly in tomorrow morning and then leave in the evening. Perfect amount of time. And I do agree that it is very important to look at their investments critically, this includes CSCO, LU and even CS. JXM