| To: Eric who wrote (23968) | 3/27/1999 11:38:00 PM | | From: MMW | | | |
The key to investment is buying a good stock and held on for long
term, 5 to 10 years.
CSCO is a company will give you that handsome return on your
investment. The past 8 years history has suggested that.
Given that the whole data market sector growth at 20-30% annually from
this point on to the next decade. There is no reason to believe
investment on CSCO is not wise like someone routinely suggested on
this thread.
Cheers!
Mike |
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| To: MMW who wrote (23978) | 3/27/1999 11:50:00 PM | | From: Techplayer | | | |
Mike,
That would be interesting. ERICY is a company that wants to be in data but can't cut it (except for the announced deal to resell Juniper's M40). They are a company so steeped in bureaucracy, I am not sure that I would even want to get involved if I am CSCO. Aside from China, Ericy is a slow moving, slow growth company. There would have to be massive divestitures, layoffs, and a transfer of control from Stockholm.
Regards,
Brian |
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| To: Curtis E. Bemis who wrote (23977) | 3/28/1999 2:53:00 AM | | From: 16yearcycle | | | |
"Not late at all. The Quarter ends the end of April and earnings are
always announced about two weeks later. It has always been that way"
That's great. Look, they have 5/11 on their website, but I have owned at least a little for 6 years. They usually announce the first week after the q end. The last q which ended on 1/31, led to a 2/2 announcement. This is typical for them. Their efficiency is unusual.I know a lot of you are bs'ers but I am trying to figure why they have changed, and are acting like a regular company and need two weeks. If you don't know, don't respond. |
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| To: The Phoenix who wrote (23972) | 3/28/1999 3:19:00 AM | | From: Zoltan! | | | |
>> FORE is ripe for picking....not to be confused with company performance.
FORE is nigh overripe. If it gets any more ripe even the maggots like J will abandon home carcass. |
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| To: Zoltan! who wrote (23983) | 3/28/1999 6:52:00 AM | | From: puborectalis | | | |
Cisco Looks To Enhance Web Productivity
Filed at 8:11 p.m. EST
By Amy Rogers for Computer Reseller News, CMPnet
Got a browser? Cisco Systems says it can make
you a more productive worker.
Cisco next week will announce a framework,
called Workforce Optimization solution, aimed at
giving customers the tools to help clients increase
employee productivity through deployment of
Web-based applications.
Steve Bernstein product manager for the new
solution, said Cisco has signed on Ernst & Young and KPMG to aid
Cisco's customers in implementing systems.
"We're not out to create a catalog of partners, but to focus on
[companies] that have the skills, and to bring them through our
knowledge-transfer program," Bernstein said.
Cisco will unveil Workforce Optimization solution on Tuesday by
discussing details of partnerships with vendors with various application
specialties and unveiling best practices culled from Cisco's own
experience and that of its customers and partners.
"We are the case study," said Steve Bernstein, product manager for the
solution, adding that Cisco has measured some $54 million in savings by
implementing applications that simplify employee purchasing, let
human-resources staff negotiate better deals with benefits providers, and
automate mundane back-office functions such as data entry.
Bernstein said the multi-million dollar savings came from reduced
expenses, cost savings and enhanced employee productivity.
Cisco is teaming with Ariba Technologies, whose flagship product
focuses on online procurement; Extensity, and its Web-based
expense-reporting software; Oblix and its LDAP-based corporate
directory; and PeopleSoft for itshuman-resources applications.
Cisco's own IP/TV application, streaming software acquired in its
purchase of Precept Software, also figures in the new solution. Cisco
announced a comparable solution for e-commerce earlier this year.
(c) 1999 CMP Media Inc.
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| To: MMW who wrote (23979) | 3/28/1999 8:36:00 AM | | From: dreydoc | | | |
>>Given that the whole data market sector growth at 20-30% annually from this point on to the next decade. There is no reason to believe
investment on CSCO is not wise like someone routinely suggested on
this thread. <<
I understand that CSCO is looking at reporting 41% growth this quarter. Should make for some fun.
dd
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| To: Techplayer who wrote (23976) | 3/28/1999 10:42:00 AM | | From: The Phoenix | | | |
Rather than get into gory details FORE's fundamental blunder was betting on ATM in the campus environment. Merril is correct that this part of FORE's business is in trouble. About a year ago FORE began repositioning the company as a player in the WAN and although they still have a long way to go they do understand (I think) what it takes. That notwithstanding, they have the underlying technology and expertise to create these kinds of products for any suitor. Finally, as you pointed out, Berkeley is very significant in that is will challenge in both performance and cost traditional expectations in routing technology. Berkeley alone is worth $2B in my estimation. Now, FORE has acquired Euristix - a company which is very good with protocols and background in things like Q.sig, and SS7. It's questionable how much value this will have for an Ericsson or a Nokia since these boys already are experts on this stuff.. but it could add some small amount of value.
Anyway, that's my thinking....anyone else care to add.
I will say this Brian,...the very comments that Merril made only add more credibility to a buyout. Let's face it, FORE aint going to make it on thier own. SO, the best thing for the employees and for shareholders is to look for the best deal NOW... Time, she is a wasting. ;)
OG |
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| To: Zoltan! who wrote (23983) | 3/28/1999 10:43:00 AM | | From: elmatador | | | | |
Have doubts about this statement. I think Ericsson likes Qualcomm's inroads in Brazil. ERICY wants to sell more 'old world' stuff there. |
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