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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.13

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2:43 PM EST

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To: RetiredNow who wrote (74644)	11/18/2007 10:52:43 AM
From: Lizzie Tudor	Read Replies (1) of 77400

they have an installation arm which is always lower margin, thats their powerlight subsidiary... also they have to pay too much for silicon which is the key component of their COGS. Si has gone from .35/watt to 2.40 per watt in just a few year due to solar. But more Si plants are coming on line so costs should go down.

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