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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 72.10

+1.4%

Nov 10 3:59 PM EST

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To: Zoltan! who wrote (29463)	11/20/1999 4:44:00 PM
From: Lerxst	Read Replies (2) of 77397

Hi Zoltan, Actually, the Cerent vs. Sycamore situation and the praise Cisco has received for saving billions of dollars has finally convinced me that the market has lost all remaining vestiges of sanity. Cisco's praise is premised upon the insanity that a startup going IPO with a single quarter of revenue ($11M) is fairly valued at $15B or $20B. How sound is this reasoning? Not much, IMO, but that's the way the game is now being played. BTW, I've heard through a friend of mine in the Valley that the Cerent deal has caused some Cisco engineers to reconsider their loyalty and throw their hat into the startup ring. My contact made mention that several developers in the IS-IS, BGP and MPLS groups have left Cisco, since the Cerent acquisition. Of course, this has to be taken with a grain of salt, since it's a single source (one that I trust), but I haven't been able to confirm this yet via additional sources. Regards, Lerxst

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