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

To: zbyslaw owczarczyk who wrote (25704)	5/14/1999 10:18:00 PM
From: Mr.Fun	Read Replies (4) \| Respond to of 77400

ZO, Can I dance on the water? I have never heard that turn of phrase. OK you got me on the last couple quarters WAN packet sequential growth - I was off site, so sue me. My basic arguement about growth rates vs. market share leadership is still valid. It is extremely frustrating to try to have a fruitful discussion with a religious zealot. You have been posting bullish comments about NN since at least early 1997. In that time, your beloved NN has missed 6 out of 9 quarters, and declined in value over a period when every other company you like to belittle - CSCO, ASND, LU has rewarded its investors handsomely. Everything you post comes verbatim from NN management - and you believe it all and call every other opinion lies from shorts. As for Terabit, who seems to have an interesting and informed perspective, engineering contacts I have at BA, MCI/WorldCom, Sprint, GTE, BellSouth, and AT&T have a different perspective. SBC does agree. I never said NN would never win a new account. I have said repeatedly they have done a great job of leveraging their installed base. But objectively, ASND has won more and better contracts in the last 18 months than NN. Sorry, that is counting C&W, SBC and GlobalOne. At N+I, I caught up with a number of carrier sales people from all of the equipment houses - NN, CSCO, LU, NT, TLAB. I always like to ask, "If you don't win an account, who do you lose to and why?". NN says ASND because the customers are stupid. ASND says CSCO because of marketing pressure. CSCO says ASND because of relationships and the GX550. NT says ASND because it didn't have the 15000 yet. Curiously, when asked who is vulnerable, CSCO, ASND and NT all say NN is often not cost competitive (despite 52-3% gross margins), has no clue on IP, and poor marketing outside its core accounts. So I weigh the evidence - alot of real industry players with no particular axe to grind against NN saying NN will have a hard time sustaining its pace vs. you parroting NN management which has a long record of hopeless overoptimism and continued disappointment. I'm trying hard to be objective, but you have no credibility anywhere outside the pollyanna NN thread.