Word: cisco
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...three main areas of networking--PC to PC, home entertainment and home automation--are all different," says IDC's Childs. "But eventually they will all merge somehow." Cisco sees its networking software inside everything from TVs to toasters. IBM and Bell Atlantic have said their home networks will be able to include not just PCs but also VCRs and light switches...
...weeks, dozens of firms from Internet darling eBay to Xerox to Microsoft have announced splits and watched their stocks soar. Last week athletic-shoe company K-Swiss joined the fun by announcing healthy earnings and a 2-for-1 split. Its shares jumped 23%. To the same point, when Cisco Systems on Feb. 2 posted earnings that beat Wall Street estimates but failed to declare an expected stock split, its shares dropped...
Simultaneously, Microsoft and Intel and to a lesser extent Dell and Cisco, the two other great NASDAQ performers, have become the new global brand names. "Intel Inside" is almost as recognizable in China and Eastern Europe these days as are Coke or McDonald...
Cramer runs a hedge fund and writes for thestreet.com He holds investments in Cisco, Coke, Dell, Intel and Microsoft. This column should not be construed as advice to buy or sell stocks...
...safest move is simply to avoid the Net stocks or make a backdoor bet on established firms that don't have .com in their names but are making money off the Net anyway. Those include Cisco and Lucent, which make the equipment that runs the Net, and Federal Express, which delivers much of the stuff we're buying online...