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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 73.87-0.1%Jan 9 9:30 AM EST

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To: telecomguy who wrote (31448)1/25/2000 10:19:00 PM
From: The Phoenix  Read Replies (1) of 77400
 
NT will outperform
Cisco --- GUARANTEED.


Care to make a wager?

NT enterprise business was down 5% this quarter supposedly due to Y2K delays. If this explanation is actually true, CSCO's
quarterly numbers may be substantially lower considering that almost 95% of their business is in enterprise space.


first your data is wrong and second it's clear that CSCO is further locking up the enterprise. LU can't cut it there, and now NT is losing market share. This is excellent news for CSCO!

Finally, take a look at the books and see's who's got the more solid picture from an earnings, margins, and revenue generation perspective. Like I said - care for a wager?

OG
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