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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.11

+0.9%

Nov 21 9:30 AM EST

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To: Howard Feinstein who wrote (30003)	12/5/1999 1:44:00 PM
From: Zoltan!	Read Replies (1) of 77400

Cisco Systems (CSCO) is moving from E-commerce to E-everything with particular focus on E-learning as the next killer application; this suggests the model is changing from push (Cisco evangelizing) to pull (customer asking for rapid deployments) which is consistent with recent revenue acceleration. Financial nuances suggest no change in guidance; Y2K issue getting better with each passing week, DSO's and gross margins not changing much this quarter suggesting risk of "hockey-stick" quarter less likely. Service providers booming today; should continue in 2000 and beyond based on IP telephony going mainstream, killer applications in unified messaging, customer care and e-learning. Wireless (LMDS/MMDS) could be the sleeper technology next year, believes Credit Suisse First Boston Technology Group analyst Paul Weinstein. Weinstein has set his EPS estimates for FY00 and FY01 at $1.00 and $1.34, respectively. He maintains his Strong Buy rating. quote.bloomberg.com

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