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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: Kashish King who wrote (34166)4/19/2000 9:29:00 AM
From: The Phoenix  Read Replies (1) of 77400
 
Rod,

Interesting. 75% downside. What is it, given the target markets, market growth rates, Cisco's ability to capture market share (witness todays release regarding SBC - a new market for CSCO) that makes you believe there is so much downside. Yes, if CSCO doesn't execute. But there are number of people that have been in CSCO 5,6,7, even 10 years and they are darn good at executing. Betting against that has a small chance of being right.

Intelligent people don't see how this maker of networking
equipment is the most valuable company on Earth.


Hmmmmmmm... lots of not so smart MM's and analysts out there. Take a look at this companies performance and ability to successfully enter new markets. Take a look at market share growth. You'll find your answers.

The point is, there is all kinds of anecdotal evidence pointing to continued prosperity for CSCO. There is little suggesting an "implosion". So you'll need to forgive the longs if they find it hard to believe that CSCO is going to dissapoint anytime soon.

OG
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