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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 84.78+2.9%3:59 PM EST

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To: Bill who wrote (29824)12/1/1999 2:13:00 PM
From: Eric  Read Replies (2) of 77400
 
Story in this weeks Barrons.

If you have print or electronic subscription check it out.

Power Of Concentration

Fund manager wins by limiting holdings, hitting on paired trades

An interview with Cappy McGarr

interactive.wsj.com

"Cisco's a phenomenal company. Its routers and switching devices are the backbone of the Internet. With the convergence of voice, video and data transmission driving huge demand for increased bandwidth and speed, Cisco's market could triple over the next three to five years. The company's a fierce competitor as well as a flawless financial performer. It boasts 65% gross margins, 20% return on equity, $2 billion in cash and no net debt. The company could earn about $1 in this fiscal year, which ends next June, and $1.30 in fiscal 2001."

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