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   Technology StocksCisco Systems, Inc. (CSCO)


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To: jach who wrote (24000)3/29/1999 2:40:00 AM
From: Eric
   of 77393
 
Sorry jach but Cisco is growing faster now than it was two years ago.

I think we should send you back to school so you can read their quarterly reports more accurately!

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To: Techplayer who wrote (23993)3/29/1999 5:48:00 AM
From: Zoltan!
   of 77393
 
Dow Jones Newswires -- March 28, 1999
Australia's PowerTel To Buy A$100M Infrastructure From Cisco

SYDNEY (Dow Jones)--PowerTel Ltd. (A.PWT), an Australian telecommunications concern, Monday said it will spend A$100 million on buying new generation internet protocol network infrastructure from Cisco Systems Inc. (CSCO) of the U.S.

The infrastructure, which incorporates ATM or Asynchronous Transfer Mode technology, will allow PowerTel to offer data, voice, and video services to both business and retail customers, the company said in a statement.

PowerTel, formerly Spectrum Network Systems Ltd., is 45%-owned by U.S.-based Williams Cos. (WMB) and 30%-owned by DownTown Utilities Pty. Ltd., which is a consortium of state government-owned electricity distribution companies EnergyAustralia in Sydney, and Energex in Brisbane, along with U.S.-based American Electric Power Co.'s (AEP) Melbourne-based unit, Citipower.

Internet protocol refers to the common language used by computers to run the internet infrastructure.

PowerTel will spend A$217 million on expanding its network in 1999 and plans to outlay a similar amount in 2000, chief executive officer, Gary Dupler, told Dow Jones Newswires.

Around 0345 GMT shares in PowerTel were 25%, or 32 Australian cents, higher at A$1.61 each.


wsj.com

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To: jach who wrote (23997)3/29/1999 10:03:00 AM
From: RetiredNow
   of 77393
 
It's interesting to me that I have now heard not only Jach, but several other people mention the 'summer duldrums' for tech stocks. Where do you get this? Last summer, all stocks, including tech stocks shot through the roof all the way until the end of July. Then in August they started coming down. So to me that means the summer months were pretty good. So if you get out before August, you're probably leaving money on the table.

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To: MMW who wrote (23978)3/29/1999 10:15:00 AM
From: RetiredNow
   of 77393
 
I don't think that will ever happen. Proximity: no where near. Technology: plenty of cheaper cos. to buy (like Qualcomm). Culture: exact opposite. Ericcson fails every test for a Cisco acquisition.

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To: jach who wrote (23991)3/29/1999 10:34:00 AM
From: The Phoenix
   of 77393
 
Well, given that bandwidth is a non-issue in the campus - taffic control is mute. If you need more bandwidth you simply lay down more fiber ...less costly and easier to manager than complex traffic control and lets companies standarize on IP thus eliminating the need to hire ATM experts. ATM in the campus is dead.

Micrsoft buying FORE for the corporate ATM backbone has more to do with Berkekely being an NT based platform than FORE's products.

OG

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To: Techplayer who wrote (23994)3/29/1999 10:36:00 AM
From: The Phoenix
   of 77393
 
Well, if a company is looking for a quick hit buy purchasing a company with products that are already incredibily successful with lots of future potential than perhaps FORE isn't the right company. However, if you're looking for a company that has some technology and expertise that might help provide an edge in building towards tomorrows converged networks, than I think Fore has something to offer.

OG

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To: The Phoenix who wrote (24006)3/29/1999 10:45:00 AM
From: Techplayer
   of 77393
 
Gary,

I did not mean to imply that the potential suitor needed a quick hit, but rather that if Fore's business is in fact slowing, then the risk associated with an expensive purchase is higher because there is no defined revenue stream to bet on 2 years out. In the case of LU/ASND, bets are that ASND will be accretive to LU's earnings by .12 next year (I beliueve that it might be .06 post split).

Brian

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To: Techplayer who wrote (24007)3/29/1999 10:48:00 AM
From: The Phoenix
   of 77393
 
Understood.....and agreed. At the same time if you're an alsoran in the market you either have to take a hunch or risk being left in the dust. The "old world" telephony companies have to make a move.... or their days are numbered. They will not be able to develop data communications technology in house to address the competitive landscape. By the time they do the war will be over and all that will be left will be scraps.

OG

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To: The Phoenix who wrote (24008)3/29/1999 11:13:00 AM
From: Techplayer
   of 77393
 
Gary,

I agree. If you are the somewhat egocentric and autonomous founders of FORE, who do you sell to and at what cost do you give up your company?

Brian

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To: Techplayer who wrote (24009)3/29/1999 12:12:00 PM
From: Eric
   of 77393
 
Monday March 29, 8:06 am Eastern Time

Company Press Release

"Delivery of Cisco QoS Policy Manager Completes Phase Two of CiscoAssure Policy Networking Initiative
Centralized QoS Policy Solution Enables Application-Aware Networks "

biz.yahoo.com

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