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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.25

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To: Jacob S. Rosenberg who started this subject	10/30/2001 11:57:07 AM
From: marginnayan	Read Replies (1) of 77400

MSDW views dated 10/30/2001 Data Networking/Internet Infrastructure: CIO Survey 2.8: Data Networking Perspective C. Stix Steady spending in Oct 2001 - Over 70% of the CIO respondents indicated that they would spend the same in Oct as in Sept. 16% indicated that spending would be higher, with 10% indicating lower. Accommodating new traffic continues to drive upgrades - 55% of CIOs indicated they would be upgrading traffic in the 2001/2002 time frame to accommodate new traffic (38% in the Sept survey). VoIP and Web-based apps are also gaining interest. Interest remains steady for used equipment - Respondents still indicate a willingness to look at purchasing used equipment in order to save on costs. Port usage looks normal - Over 85% of CIOs responded that unused port counts on their network were at normal levels. ------ Data Networking/Internet Infrastructure: European Channel Survey Results Christopher Stix/William Farrell Survey of European networking integrators and resellers - We conducted interviews with 150 companies in the UK, France and Germany. The majority of interviews conducted after 9/11. C3Q01 better-than-usual in Europe - 88% of resellers indicated that they met or exceeded their C3Q growth expectations in Europe, with 73% posting flat to up revenue. Sales cycles stretching - 46% of European resellers indicated that sales cycles in Europe stretched out in C3Q. Our checks indicate a similar trend globally. Pricing pressure in Europe - 57% of resellers indicated that pricing became moderately (40%) or significantly more (17%) competitive during C3Q. Pricing continues to be one of our biggest concerns in our sector. Cisco (CSCO-$16-O-V)/Brocade (BRCD-$24-N-V) gaining share - The number of companies that indicated CSCO had become a larger part of their mix was nearly double the number who said they had become a smaller portion of revenue. -------

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