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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.94

-1.1%

Jan 8 3:59 PM EST

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To: jach who wrote (26122)	6/4/1999 8:44:00 AM
From: no_name	of 77400

Isn't it easy to focus on one narrow topic and try to sell the idea that IBM is a better prospect than Cisco? What about these two companies growth rates? What about their prospects for capturing the exploding internet market? What about the fact that Cisco is way more productive per employee and has much higher margins on their prodcuts? Just some thoughts as to why Cisco is positioned well for the future, regardless of what IBM heads may think. I still think IBM is a pretty good company and has decent prospects, but they are not in the same class as Cisco. (IMO)

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