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   Technology StocksCisco Systems, Inc. (CSCO)


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To: Eric who wrote (24019)3/30/1999 12:09:00 AM
From: Tulvio Durand
   of 77397
 
$120 is very doable after today's breaking triple top on point and figure chart shown below. The formation is extremely bullish. It's a slam dunk to 120 and beyond once it breaks resistance at 116 (to do so it needs to reach 118, at a minimum, as intraday high). Good entry point right here.

Tulvio


122 |
120 ------------------------------+--------------------------------------------
118 |
116 | X
114 | 2 O
112 | X O
110 ------------------------------+-------X O --------------------X -----------
108 X X X O X X X
106 X O X O X O X O X O X
104 X O X O X O X X X O X O X Med
102 X O X O X O X O X O X O O X
100 ------------------------------X O X O X O X O X O X --X ----O -------------
99 X O X O O X O X O 3 O X
98 X O X O X O X O X O X
97 X X O X O X O X O X O X
96 X O X O X O O X O O X
95 --------------------------X O 1 O X --------O X ----O X -------------------
94 X O X O X O X O
93 X O X O X O X
92 X O | O X O
91 X | O X
90 --------------------------X --| O -----------------------------------------
89 X |
88 X |
87 X |
86 X |


Chart excerpted from DWA

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To: stockster who wrote (24025)3/30/1999 1:20:00 AM
From: Jorj X Mckie
   of 77397
 
Stockster,
-----------------------------
SAN JOSE, Calif. -- November 18, 1998 -- Cisco Systems, Inc. today announced it has completed the acquisition of Clarity Wireless Incorporated of
Belmont, Calif.

On September 15, 1998, Cisco Systems announced a definitive agreement to acquire privately held Clarity Wireless Incorporated. This acquisition provides
Cisco with fixed wireless technology, which complements Cisco's current last mile solutions including dial, xDSL and cable. Under the terms of the acquisition,
shares of Cisco common stock were exchanged for all outstanding shares and options of Clarity Wireless Incorporated. In connection with the acquisition,
Cisco expects a one-time charge against after-tax earnings of between $.06 to $.09 per share for purchased in-process research and development expenses in
the second fiscal quarter of 1999.

About Cisco Systems

Cisco Systems, Inc. (NASDAQ CSCO) is the worldwide leader in networking for the Internet. News and information are available at cisco.com.

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To: Jorj X Mckie who wrote (24028)3/30/1999 1:26:00 AM
From: stockster
   of 77397
 
Jorj, Thanks for the news clip , however in my opinion this doesn't put them in the same league as Lucent/Ericsson... competing for the wireless networks .
They have also aligned themselves with Motorola but they probably
need to get something done in-house (or through acquisition) .

I wanted to know if people have some insight into their
lack of presence in this growing area.

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To: Tulvio Durand who wrote (24027)3/30/1999 2:23:00 AM
From: Eric
   of 77397
 
Tulvio

We will have to wait and see.

It's very fun to watch!

Eric

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To: The Phoenix who wrote (24024)3/30/1999 3:33:00 AM
From: Pigboy
   of 77397
 
Re; ADSL. Noticed this in another folder. Ascend seems to be absent here, but I believe it is a matter of time before ASND/LU and CSCO are both in the top 3.

Alcatel to Lead 1999 ADSL Market, Allied Business Intelligence Says
March 29, 1999 10:59

OYSTER BAY, N.Y., March 29 /PRNewswire/ -- According to a new report by Allied Business Intelligence, Inc. (Oyster Bay, NY), the entire US market for ADSL equipment will be $346 million in 1999.
This includes line cards, digital subscriber line access multiplexers (DSLAMs), and customer premises equipment (CPE). The report, The ADSL Broadband Solution: Subscribers, Equipment, and Chipsets in the US Market 1998 - 2004, forecasts the US market for CPE, line cards, DSLAMs, and chipsets from 1998 through 2004.

The three top players in the 1999 US asymmetric digital subscriber line (ADSL) equipment market will be Alcatel, the Fujitsu Network Communications/ Orckit Communications alliance, and Cisco Systems.

These three manufacturers are ahead of the pack due to their deals with various major local exchange carriers (LECs). LECs provide local phone services. Cisco is supplying CAP-based RADSL gear to US West; FNC/Orckit is supplying gear to GTE; and Alcatel is supplying gear to BellSouth, Bell Atlantic, Ameritech, and SBC.

Alcatel will have a 39.1 percent share of the US market -- $135 million in sales. FNC/Orckit will be next, with 24.4 percent or $84 million. Cisco will follow with 19.5 percent or $67 million. Other manufacturers will sell a combined 17.0 percent or $59 million.

However, beginning in 1999 G.Lite equipment enter the market. Since equipment produced to this standard by different manufacturers is meant to be interoperable, these leaders will lose many of the
advantages of having supplied the initial rollouts.

ADSL is a means of supplying broadband services over the standard copper twisted-pair that has provided voice service for many years. Telephone companies are rolling out ADSL in order to offer a low-priced,broadband service as they race other providers, such as the cable industry and its cable modems.

Broadband services are being targeted since it increases the revenue per line and per customer. Since most of the US already receives phone service, the best way to raise revenues is not by expanding the
customer base, but by increasing revenues per customer.

Allied Business Intelligence, Inc. is an Oyster Bay, NY-based technology research think-tank specializing in communications and emerging technology markets. ABI publishes strategic research on the
broadband, wireless, electronics, automation, energy and transportation industries. Details of these studies can be found at alliedworld.com. Or call 516-624-3113 for more info.

SOURCE Allied Business Intelligence, Inc.

/CONTACT: Mark Liggio of Allied Business Intelligence, 516-624-3113/

/Web site: alliedworld.com



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To: Tulvio Durand who wrote (24027)3/30/1999 7:45:00 AM
From: John Carragher
   of 77397
 
then we will get the split since before they didn't feel the price would stay above 100. now its looks more supportive.

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To: stockster who wrote (24025)3/30/1999 11:10:00 AM
From: RetiredNow
   of 77397
 
because wireless requires huge huge investments and the margins are thin. Most wireless companies are struggling to turn a profit. Cisco tries to stay in the high margin realms. Cisco doesn't want to be in the business of owning networks. They want to be in the business of supplying to companies who own networks.

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To: RetiredNow who wrote (24033)3/30/1999 11:12:00 AM
From: Eric
   of 77397
 
mindmeld

Good points! The margins are "razor thin".

I used to work in the business.

Eric

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To: Eric who wrote (24034)3/30/1999 12:04:00 PM
From: Eric
   of 77397
 
Tuesday March 30, 10:01 am Eastern Time

Company Press Release

SOURCE: Swisscom North America

"Swisscom Teams with Cisco Systems to Build New IP Network Infrastructure with Speeds to 2.4 Gbps
Investment Will Deliver Improved Access to Switzerland and the Heart of Europe for ISPs and IP Users Starting 3rdQ 1999"

biz.yahoo.com

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To: John Carragher who wrote (24032)3/30/1999 12:06:00 PM
From: Eric
   of 77397
 
Tuesday March 30, 10:01 am Eastern Time

Company Press Release

SOURCE: WebSpective Software, Inc.

"WebSpective Software to Integrate Application Management Intelligence With Cisco's LocalDirector Load Balancing Solution
Joint Development Agreement Focuses on Improving Availability of Web Sites"

biz.yahoo.com

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