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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.94

+1.1%

Nov 28 9:30 AM EST

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To: Bindusagar Reddy who wrote (29797)	12/1/1999 4:49:00 PM
From: RetiredNow	Read Replies (1) of 77400

Bin, you are absolutely correct. Cisco is currently "nowhere in the Telecom infrastructure". But their goal is to be a player in that market. It may take 3-5 years, but Cisco WILL be a player. Even if they are losers in this market with Lucent and Nortel taking 40% each and Cisco only 20%, you are still talking about $40-60 billion of incremental revenue to Cisco (estimates of telecom infrastructure market vary between $200-300 billion). That would quadruple the size of Cisco from today's levels. So I think your extreme statements are a little biased. Try being a little more objective and maybe some people will listen to you.

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