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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.26

+1.2%

3:59 PM EST

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To: JRH who wrote (35522)	5/14/2000 2:36:00 PM
From: The Phoenix	Read Replies (1) of 77400

THanks Justin, I think that supports my earlier comment in that of the financing onlyl 5% of it is being underwritten by CSCO and of that only 1% is a write off. You are right the dot coms have no problem paying for the moment.. and this raises another argument the pundits are making... that dot com failures will have a negative impact on companies like CSCO. It's my belief that most of the services that the dot coms were bringing to consumers and business are still required. So, while there will be fewer dot coms to buy equipment the ones that survive will need to buy more in order to keep up with demand and demand grows. OG

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