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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.19

-0.1%

Jan 16 9:30 AM EST

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To: The Phoenix who wrote (29611)	11/24/1999 11:40:00 AM
From: Techplayer	Read Replies (1) of 77400

Gary, I agree with your last 2 points wholeheartedly. the business available is huge and CSCO will get enough to keep its growth rate intact for a couple of years. As a result, it is a stock to own even at these levels (as you said). I would suspect that there is a mutual concern between CSCO and LU as their product lines cross over each other more and more. I have said here before that I feel that NT is more of a threat to CSCO and vice versa. LU does so much business in the optical components, wireless infrastructure, service and microelectronics, that it really would take a concerted assault on all fronts form the likes of ERICY, NT, TXN AND CSCO to effect its business. I also read this week where 40% of all of LU's business (20+ billion) is expected to come from international sources by 2001. I like the chances for both LU and CSCO. Brian

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