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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 78.42+1.9%Dec 19 9:30 AM EST
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To: MR. PANAMA (I am a PLAYER) who wrote (10246)11/5/1997 6:23:00 AM
From: DownSouth  Read Replies (2) of 77400
 
Another point about Asia and CSCO: CSCO is not a consumer product. Its products are part of a company's/government's infrastructure--as fundamental as plumbing. So as Asia attempts to increase its exports in order to recover, network infrastructure will be required for global competition/trading. As Asia's governments, banks, and big companies are intertwined (see this week's Bus Week), they are likely to throw big bucks at whatever is percieved to help them recover. (IMHO, of course.)
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