Word: cisco
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Dates: during 1990-1999
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Still, it wasn't until after he signed a deal to represent hardware maker Cisco Systems in Japan in 1993 that Son's grand Internet vision began to fall into place. "When you have the railroad being laid, you can see the train, you start to imagine the passengers, and you know there will be department stores going up around the station," he says in the midst of one of his characteristic soliloquies. "I had a feeling this was going...
...Shearson Lehman Hutton looked back on a decade that hadn't yet happened. The first thing you notice in the report, though, isn't some way-out prediction--it's that the names Shearson and Hutton are about as familiar to investors today as were Dell and Cisco to analysts a decade ago--which is to say, not very...
Sure, they can be confusing--just what does Cisco do?--and volatile and pricey. But even strict-value managers, who focus on low stock prices relative to earnings, buy them. "Get your head out of the sand," Scott Black at Delphi Management advises tech sissies. Look for normal stuff--little debt, market dominance, sustainable advantage, strong brand, good managers, a commitment to research and development. You can find tech companies priced right. Black's favorites include electronics suppliers Arrow and Nu Horizons...
...surprisingly, the bar scene is thriving, but people usually find it hard to get their minds off business. Carolyn DePalmo, also 33, an executive at Cisco Systems in San Jose, often goes out with friends after work, and while she says she hasn't had problems meeting men, she concedes that it is "very common to talk about work, since we're all in related industries. People don't let go of their intensity for their jobs...
Adaptec is small fry compared with some of the big guys jumping into B2B. Cisco Systems, makers of the routers and other technology that keep the bits and bytes flowing over the Internet, has stated that 64% of its $8.5 billion in 1997 revenues came from Net-originated e-transactions...