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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.66

+0.9%

9:34 AM EST

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To: RetiredNow who wrote (31122)	1/7/2000 10:35:00 AM
From: telecomguy	Read Replies (1) of 77400

Mindmeld, I know we went over this already, but do not invest on cashflow with big caps. You do that with small caps because of potential unreliability of small cap financials and their lumpiness of revenue -- not to mention the possibility of liquidity problem. To see where CSCO or NT is going, you need to understand the battlefield and their strategic manuoevering TODAY which translates into bookings, revenue, and eventually cashflow. Right now NT is eating LU's lunch and it would not surprise me if NT starts nibbling on CSCO's breakfast within the next year or two. Fascinating race!

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