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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.96

+0.3%

Jan 28 3:59 PM EST

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To: The Phoenix who wrote (46222)	1/6/2001 6:08:32 PM
From: wily	Read Replies (1) of 77400

I do remember him saying that the Cerent box was one of their 19 or so $1B+ product lines... So it would seem these "investments" have paid off... If the margins on this product line are comparable to the rest of Cisco's products, that means that about $220MM of this $1B in revenues makes it to the bottom line. That translates to a 3% ROE, based on the $7B purchase price -- not exactly "paying off" by Cisco's standards. Unless Cerent quintuples revenues again next year as they did this year...

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