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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.38

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3:59 PM EST

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To: James Fulop who wrote (28823)	10/24/1999 11:09:00 AM
From: The Phoenix	Read Replies (2) of 77400

James, If you've been following my posts on the SCMR thread you'll note how ridiculous it would be to make such an assumption. SCMR has been developing for about a year, has one customer who they "bought" by providing pre-IPO shares, and only did $11M in revenue. I have not seen any information - including on the SCMR web-site - that would lead me to believe that their product would reduce the need for more infrastructure...but even if I am wrong it'll be more than a couple of years before there is any material effect on expenditures. Don't read too much into the SCMR story....what's going on over there is insanity. OG

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