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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.93

+1.1%

Nov 28 12:59 PM EST

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To: t2 who wrote (66998)	2/8/2005 10:51:59 PM
From: Eric	Read Replies (3) of 77400

Well they had a good qtr. I've listened to about 30 of these CC's now and actually they are positioned very well going forward. More breadth of products to sell but they are only growing about 12% year over year, a far cry from the 90's. Noticed that John is not really happy by the tone of his voice regarding China sales! U.S. government sales have slowed a little but this is typically not a good time of year anyway. From a trading perspective this price area looks good. Will it get to the 20's... yes but later in the year.. I know I predicted $29 for the end of the year but I want to make things interesting. Cisco will grow well for a number of years into the future. Top notch management in my book. And that's why I still own some Cisco stock. The CSR and especially the ISR equipment is selling well. How well Cisco really performs is pretty much related to growth in traffic on the Internet... The Y2K stuff is getting long in the tooth now. Eric

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