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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.95

+1.2%

Dec 18 3:59 PM EST

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To: Claude who wrote (11084)	12/19/1997 8:50:00 AM
From: Zoltan!	Read Replies (1) of 77400

>>Surprising not to see any mention of COMS earnings on this thread yet. Met estimates of .04 cents (after revisions) but looks like COMS is going down in after hours - substantial revenue losses. Anyone care to comment on possible effects on CSCO. COMS's quarterly reports (add ASND, BAY among others) are always a banana peel for the networkers. We accept that as a given. There is usually a ST negative effect on Cisco stock, but more and more it drives home the divergence between Cisco and the rest. If Cisco starts making lousy acquisitions and integrating them poorly and starts missing earnings and revenue targets, then and only then should it be treated like the rest. Since Cisco has consistently done the opposite and should continue to do so, I would predict that further collapse of "the rest" of the networkers would not affect Cisco greatly. In fact, it might attract more of the "smart money" into Cisco. Regards BTW, it's about time for Cisco to announce a new acquisition. Any thoughts on just what company that might be?

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