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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 80.59+2.9%2:54 PM EST

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To: The Philosopher who wrote (26838)7/13/1999 1:52:00 PM
From: Mighty Mizzou  Read Replies (2) of 77400
 
Or do you have some reason to believe that CSCO can
maintain its margins for the next several years?


It HAS to remain dominant in the large enterprise and put A LOT more focus in carrier equipment, especially in the core. It has no business getting into the nickel and dime SOHO market. Leave that to COMS and the like.

But the top priority is network management software. CSCO reminds me of IBM, great hardware, lousy software. CSCO HAS to come up with a viable competitor to IP Navigator!!!
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