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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.87

-0.1%

Jan 9 9:30 AM EST

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To: Zoltan! who wrote (10913)	12/15/1997 6:51:00 AM
From: sandman	Read Replies (1) of 77400

DI - Sometimes it's not the company but the negative market sentiment. CSCO can easily slide closer to it's 52wk lows. It may not have so much to do with the company fundamentals but rather with general network sector battering. I am quite amazed how smoothly CSCO has managed large aquisitions like Stratacom but delays in their next generation products may be catching up, hence the inventory buildup. If GSR 12000 is not delivered on time or, it fails to get wide market acceptance. ASND and other switch makers will start eating into CSCO market share - IMO. In any case, I am out of CSCO for now.

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