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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.60

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3:59 PM EST

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To: Mr.Fun who wrote (18473)	10/28/1998 11:15:00 AM
From: Tulvio Durand	of 77400

Thanks for your in-depth response on Juniper's M40 and others' state-of-art routers that potentially can take a bite out of Cisco's high end router business. Unfortunately the comparison pits the challengers' state-of-art systems against mature Cisco equipment. Unaddressed are Cisco's technology enhancements for the 7500 and 1200 routers and new products coming out of Cisco's R&D pipeline that could mitigate the challengers' performance advantage. And then there's Cisco's end-to-end solution including support that is hard to match in this industry (especially by the upstarts) that carries a lot of weight in boardrooms where purchasing decisions are made. But your points are well taken -- a 10% bite out of Cisco's router market could really hurt Cisco's bottom line. Tulvio

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