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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.77

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To: zbyslaw owczarczyk who wrote (44164)	12/5/2000 8:54:54 PM
From: Eric	Read Replies (1) of 77400

Courtesy Paul Reuben on Cisco thread: Commentary: Cisco set to benefit from bear market By Meta Group Special to CNET News.com December 5, 2000, 12:20 p.m. PT Cisco Systems has a dominant share of enterprise networking and a strong position in exactly the part of the carrier area that the major carriers must keep growing, plus a huge replacement market. "Cisco has been criticized in the last two years because it has not invested in the optical networking market. But Cisco's executives have argued that optical networking equipment was vastly overpriced. Now the bottom has dropped out of the optical marketplace, with stock prices from companies in that market tumbling. Now it looks like Cisco was right about the optical market, and it does not have the exposure that the other networking companies have. If stock prices continue to fall, Cisco will be able to acquire the technologies it needs to enter the optical market at a very reasonable price." news.cnet.com

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