Cisco Systems, Inc. (CSCO) Message Board

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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.85

-0.5%

1:34 PM EST

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To: Jacob S. Rosenberg who started this subject	8/6/2002 6:01:36 PM
From: kvkkc1	Read Replies (1) of 77400

The growth is all from market share gains. The combined numbers he gave for the top 10 competitors added to CSCO's numbers presented a decreasing picture of overall revenues in enterprise and telecom, combined. Pure speculation that it will increase. In a slowing economy, overall loss of corporate wealth, and lack of investors to pour in new funds, the telecom market has nowhere to go but down. Hence, 20% of CSCO's market now, and he projects higher in the future, continues to go down. Desperation will cause price wars soon as smaller players struggle to remain viable. Margins go down as a result. Just speculation on my part, but I'm out of CSCO after a long hold and won't get back in until customer base improves.

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