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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.38

-2.4%

3:59 PM EST

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To: michael97123 who wrote (38172)	7/10/2000 2:50:38 PM
From: Tony Viola	Read Replies (1) of 77400

BMCS and CA both blamed poor current operating results on an upcoming release of a new model IBM mainframe. That always freezes that market for a while. At the same time, IBM is said to be reanalyzing the way they price mainframe software. Speculation is that the 3rd party SW companies, like the above, were charging far too much and IBM thought that might be actually affecting mainframe sales. To keep a long story from getting much longer, I think this is a very isolated software pricing case. It should have no bearing on Windows 2000, or Unix, or Oracle, the faster growing SW platforms than mainframe. Higher than that, it should have no bearing on overall tech business. Murphy recommended selling the stocks you mentioned if overall NAZ looks like it's in for a correction. Tony

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