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

To: Mr.Fun who wrote (25585)	5/12/1999 7:16:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

Thanks for the clarification Mr Fun. I agree that at times I tend to be a little biased but I like to believe it's because I believe the pace of change will be swift. I believe this because the market appears to moving very quickly and moves by T and convergence of portal's/ISP's along with prodding by companies like CSCO appear to be taking hold. I agree that cisco is ahead of itself valuation-wise... I have mentioned this before but the growth prospects for Cisco are still much larger than they are for LU/ASND. of course as you pointed out this is a double-edged sword. Again, I apologize for taking out my frustration with Mizzou, Jach, bill c. and the other "yahoo's" on you. I continue to value your opinion. Keep posting! OG

To: Mr.Fun who wrote (25585)	5/12/1999 7:38:00 PM
From: Jorj X Mckie	Respond to of 77400

Mr. Fun, You bring up a very important point about the non-technology issues that will influence the deployment/non-deployment decision of the perfect network in CSCOtopia. Of these, PBX leases and depreciation are a very common factor. LU especially is exploiting this by offering obscene deals on 5 year leases. A great tactic and one that I have had to deal with on more than one occasion. Though it is safe to say that I am an extreme CSCO bull, I have the utmost respect for LU as well as the darkhorse NT. And I certainly don't underestimate their ability to compete in this market. LU especially has effectively focused on the concerns that the potential customer base would have with the "New World" networking approach. If you buy into the whole Geoffrey Moore approach to the world of business, CSCO's approach might make some sense. The early adopters would like the differentiation between "New World" and "Old World". A cutting edge solution that doesn't exactly mimic the traditional solution, but provides a promise of cool stuff, is desirable. But to really become a gorilla or enter the tornado or whatever, CSCO needs to provide a complete solution that offers everything that a traditional voice/circuit switch network would provide and more. Moreover, the customers have to believe that there is no risk in implementing such a network. I see the perception problem to be bigger than the actual technological solution. Of course I believe that CSCO will get there, but not without having to hop over a few obstacles and deal with some very competent competition. JXM

To: Mr.Fun who wrote (25585)	5/12/1999 11:03:00 PM
From: JGoren	Respond to of 77400

Great post. Thanks. Cisco is a fairly small holding for me; I own about the same amount of Ascend. I get somewhat exasperated when I read posts (Lu-Ascend thread, too) bashing the other companies. Maybe I am biased by such a good experience on the Qualcomm thread, where I spend most of my time, but the value of these threads is good--even if lively--discussion of the merits and demerits of companies' technologies and marketing. That's what I look for, so I have a better idea of where things are going in the marketplace. Thanks again.

To: Mr.Fun who wrote (25585)	5/13/1999 9:42:00 AM
From: Mighty Mizzou	Read Replies (1) \| Respond to of 77400

Mr. Fun, a couple of questions: Management understands how important it is to be perceived as a market leader in the carrier segment. Alot of rah-rah to assuage both investors and customers - reality is there is a huge challenge ahead. any sign of weakness and this has alot further to fall than LU Does this include the lack of an ATM core switch in the near future? Do I believe there is a chance that Cisco fails to capture more than a tiny portion the voice market it covets, leaving it a focused data-only player? Absolutely yes To me, this is analogous to being a TV manufacturer that produces televisions without sound. Which would you rather be, market share wise, a TV maker or a monitor maker? Multi-platform switches will be the de facto standard and if your voice aint squat, this will be a strong consideration in the decision process. Your comment?