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Politics : Ask Michael Burke

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To: Bill/WA who wrote (83746)	9/25/2000 3:20:02 PM
From: Earlie	Read Replies (1) of 132070

Bill/WA: See above re Nortel. Cisco is a "must have" stock in virtually every U.S. fund. Yet if one looks at their numbers, one finds that the internal growth rate has been in decline for several quarters. Most of Cisco's revenue growth results from acquisitions. Unfortunately, the company has already bought most of the decent situations and is now being forced to sort through the dregs. Also, the prices paid for recent acquisitions appear to be rising. I've held off on Cisco all summer, but am getting an itchy trigger finger. Lucent has already been punished. It is also a company that is simply too big for a small fry like me to do creditable research on. I have some views but they are not worth discussing. The remainder of the companies on your list have not received sufficient research attention for me to be able to provide a view (though I'm working hard on JNPR). Best, Earlie

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