http://yahoo.reuters.com/financeQuoteCompanyNewsArticle.jhtml?duid=mtfh36150_2005-11-18_07-31-28_n18733284_newsml

CSCO down 2% today so far.

My take on this is that we've exhausted our growth potential in the B2B markets, and now it's time to build a stonger presence in the consumer networking market beyond the linksys line. I can see future set top boxes providing VoIP, wireless, and VOD. It'll be interesting to see how it's leveraged.

11/18/2005 10:18:42 AM

sweet

11/18/2005 10:20:11 AM

nah, its dr havocs fault

11/18/2005 10:20:19 AM

very interesting. i knew i should've bought cisco stock when it bottomed out a year or two ago

11/18/2005 10:21:10 AM

hahah, no rumors about purchasing EMC?

11/18/2005 10:22:52 AM

maybe once Cisco gets ahold of those Scientific Atlanta DVR boxes, they can fix all the shitty functionality on them

11/18/2005 10:29:14 AM

not my fault, dude.

Cisco is not buying EMC.

11/18/2005 3:02:12 PM

Scientific Atlanta made those SegaNet modems back in the day.

Scientific Atlanta's HD cable box for Time Warners sucks.

11/18/2005 3:10:35 PM

I had no idea that they made so much money off of the thong song.

11/18/2005 3:18:32 PM

Quote :

"Cisco is not buying EMC."

haha, sorry it's an inside joke... I work for EMC, so Bobby's joked about that rumor before...

11/18/2005 3:49:39 PM

Naw, I understand.

I do all of Cisco's acquisitions for the Infosec team, and, as such, know who we are buying way ahead of time.

I was walking around the office about 2 months ago... when the rumor was actually out there that we were buying EMC and the SVP's secretary asked me "Are we buying EMC? I have a friend that works there and she said we were, but I know that you'd know for sure."

I laughed and told her that I couldn't tell her either way. It was short lived as Chambers came out and denied it flatly.

11/18/2005 5:08:49 PM

yeah, i don't think Cisco would want to front the cash required to do so.

But I did hear rumors (months after the initial EMC rumors) that Chambers was seen having dinner with Joe Tucci (our CEO) around the time in question.

11/18/2005 5:14:52 PM

^^ You could do some major insider trading...

11/19/2005 12:59:18 AM

I suppose I could, but I'm not fond of the thought of going to federal prison.


I had to go through several training classes on insider trading (how to avoid it, heh) and what constitutes an "insider". For example, if I held shares in a company before we acquired it, (unlikely, but we'll use it for illustration) I would have to sell my shares and notify my company that I am doing such to avoid any impropriety.

And though this will undoubtedly sound trite and cliché, I value my integrity more than money.

Here's something else that I always found interesting. Since we're given stock options and have an Employee Stock Purchase Program, as employees, we are forbidden against shorting or buying put options against Cisco in our own account.

I've never investigated whether this is Cisco's rule or the SEC's rule because it kinda didn't matter to me as there is plenty of money to be made elsewhere by shorting and hedging.

We now return you to your previously scheduled program...

11/19/2005 8:13:05 AM