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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.87

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Jan 9 9:30 AM EST

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To: Lizzie Tudor who wrote (65421)	5/11/2004 11:06:40 PM
From: Peter Joseph	Read Replies (2) of 77400

<< especially in a service business which is Cisco's current migration plan >> Last time i checked, Cisco was still an equipment vendor. Never have i got the impression that they are becoming a services company. Even when services provided 16% of revenue during the most recent quarter. IMHO, services play a critical role in a 24x7 network 'utility'. Relevant keywords from the call are "networked architecture evolution", "end to end products" and "network solutions". Now you were not thinking of Lucent, AT&T or IBM, were you? <g>

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