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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.94

+1.1%

Nov 28 9:30 AM EST

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To: William Hunt who wrote (4861)	3/27/1997 9:26:00 PM
From: aladin	of 77400

William, I am just an engineer and have no special oversight of the companies business, but will give it a shot: 1) I could not find the Josenpathal Lyons article, but they are probably referring to the 5500 and BFR product families. These are not 'formally' announced products, but were discussed by various executives with the media over the past few months (hence I can quote the press and avoid 'leaking' anything :-) The BFR is discussed in: nwfusion.com\|wwq7/GP81XZ9G/G7PX/wWqw5ZX59V.tdbEwqwFGP81XZ9GVWVWxvhuUMph,OZ3Gt,xvhu4Mvvzg,LZ-It19GH It will be bigger and faster than a 7513 and compete directly with the Ascend 1600 box and any of its follow on products. The lan switch products were discussed in: nwfusion.com\|ttjwOBBW://ddd.UdMFlnVU.JV0/Uydl/tstPJnlJV.OB0StstpUdMFlnVUjkjZrHv86a3v,QJ9c9U9F,rHv8iaHHDu,V0UnLUJ This one was not verified by a cisco person - so I cannot validate if this product actually exists :-) As to what I can discuss, my lab was featured in the current issue of 'The Packet' our newsletter for customers. The article is at: cisco.com The lab itself has a public web page at: cisco.com 2) As to the San Jose Mecury News article, I don't believe there is anything fundamentally wrong with expansion and a stock downturn. Remember that high growth companies such as cisco and 3com trade at many times earnings. The current debacle in the market was all about slowing growth - not about any catastrophic change in business climate. I think Frank Maly pointed out that only a small percentage of even US businesses are on the Internet. This means dramitic growth awaits. While everyone argued over whether we retain our 88% Internet market share - I was thinking -> if penetration goes from 1% to 10% and our Market Share falls 50% we would still go from 6 Billion to 30 Billion per year. The question is 'if we build it - will they come' :-) My answer (and my career and savings are tied to this) is - yes. John

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