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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.64

-0.7%

12:51 PM EST

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To: The Phoenix who wrote (26534)	6/22/1999 2:11:00 PM
From: Jerome Wittamer	Read Replies (1) of 77400

Gary, with these five lines you probably saved me days of work, so you deserve a BIG Thank You! If you were here I'd offer you some good beers (or wine dunno what ya like) and continue the discussion. I have just started analysing the data communications market and am trying to make sense out of what is happening, where it is going. My research obviously encompasses companies such as 3com, NN, Nortel,... Is there any 'must read' book or magazine or article that you'd recommand me reading? Thanks again for your unvaluable help, Jerome BTW you mention 'entreprise vs carrier' as a way to differentiate between CSCO and LU but doesn't CSCO also serve carriers? Or did you mean something else?

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