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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.38

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To: bambs who wrote (47830)	2/3/2001 10:18:50 AM
From: Wyätt Gwyön	Read Replies (1) of 77400

Check out "The Trader" column in the latest Barron's for more interesting info on Cisco. A sampling... One Boston research-oriented firm, Fechtor Detwiler, has examined Cisco's exposure to troubled CLECs (competitive local exchange carriers), and its view is that Cisco Capital's problems are growing because CLECs are failing at a rapid rate. This exposes Cisco to loan losses and throws an appreciable amount of used equipment onto the market. "It's going to get worse before it gets better for Cisco," says Jack Whelan, a Fechtor Detwiler analyst. Whelan says the CLEC problem for Cisco and other telecom equipment suppliers goes beyond failed public companies like Northpoint Communications and ICG Communications. "There are hundreds of smaller privately held CLECs in the U.S. that are closing up shop at a quicker pace than their larger brethren, and much of their almost new equipment will find its way onto the used equipment market and compete with future equipment sales," the firm wrote recently. interactive.wsj.com Copyright © 2001 Dow Jones & Company, Inc.

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