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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 79.20

+1.1%

9:49 AM EST

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To: Elroy who wrote (65598)	6/22/2004 1:03:22 PM
From: Lizzie Tudor	Read Replies (2) of 77400

take a look at these storage stocks, qlgc brcd etc. The VCs I know are still quite hot on storage. qlgc and friends missed lately so there is pressure on the group as a whole and of course buying a broken stock/industry at any price is no bargain. However, netting out the cash from these companies leaves you with some of then trading at 2x SALES with cash balances among many of the players at 600-800mm, and GMs at 50-65%! BRCD is trading at 1x sales if you net out the cash. Storage is a growth area, UNLESS the technology industry is indeed "mature" and every new thing gets commoditized right out of the gate. Is that whats happening? Maybe because all of these companies are offshoring which means china has the keys to the castle from day one.

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