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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.40

+1.9%

Dec 19 3:59 PM EST

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To: telecomguy who wrote (30806)	12/30/1999 12:58:00 PM
From: The Phoenix	Read Replies (2) of 77400

but the reality is that they are 10% IP and 90% traditional voice network. Eventually they will deploy more IP nodes but right now, it's more PR than reality. So, then you agree the larger growth market is IP telephony (by the way we all knew the IP telephony carriers used the old backbone...we also know that will change - even by your own admission). You say you base your assumptions on the future... So, if IP telephony is expected to have higher growth than circuit switches then that would support CSCO increasing shareholder value faster than those companies that have both. So boiled down to the most simplistic views your projections of CSCO valuations falling isn't supported - by your own comments. Remember that NT forward PE is not a lot different than CSCO's. Yet CSCO growth rates are supperior. So, who's more exposed to corrections? Actually the right answer is they both are... but you'd argue otherwise anyway. OG

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