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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.11

+0.9%

Nov 21 9:30 AM EST

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To: JRH who wrote (27242)	8/9/1999 4:34:00 PM
From: RAT	Read Replies (2) of 77400

Justin: I don't think CSCO gets as big a boost as KPMG does from this deal. What is CSCO's market share? With market share like that, they must have great penetration into KPMG's client base. What if CSCO doesn't invest in KPMG? KPMG and the rest of the consultancies drive traffic up and increases demand for CSCO's product. So if CSCO retains its market share, it gains a big chunk of the market growth. Plus it has $1b in free cash to plow back into R&D. I think KPMG gets a great deal out of the investment - access to CSCO's existing and future customers, legitimacy as an internet player, and best of all - $1b in cash. I'd say KPMG got the better of the deal. JM $.02

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