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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 80.66+3.0%Feb 2 3:59 PM EST

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To: Ray Yu who wrote (9788)10/24/1997 11:41:00 PM
From: craig crawford  Read Replies (1) of 77400
 
You know what these numbers tell me?

The reason C$CO has a lower percentage of revenues from Asia is because these markets are just starting to catch on to the internet wave and have a plethora of options to choose from.

Years ago when the internet/data networks first started to take off here in the U.S. C$CO was the place to get your stuff. They had the best solution. People here in the States have been buying from them for years and it is difficult to get people to switch vendors.

But in foreign markets, people aren't locked in with using C$CO's gear because they are just starting to build up their networks. C$CO's competitors have a more equal footing from which to stand on. That's why we see A$ND kicking C$CO's butt in Asia.

Who just signed a multi-year multi-million dollar deal with NTT? (The largest phone compnay in the world with $70 billion in revenues)

Not C$CO...
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