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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.08

+0.1%

Nov 7 9:30 AM EST

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To: Jorj X Mckie who wrote (62119)	10/23/2002 12:39:21 PM
From: TobagoJack	Read Replies (1) of 77397

Hi Jori, Yup, about right. Additionally, we would be making a mistake believe Huawei will not be making strategic acquisitions and partnering in clever alliances to get the market that CSCO has in the USofA. As CSCO loses grip on first the low, and then the mid-range markets, fixed and overhead costs will be exposed, bleeding starts, valuation drains away, and then, hemorrhage, followed by ... we close our eyes. Unless, of course, CSCO buys Huawei or part there of. Chugs, Jay

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