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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.46

-3.7%

Nov 20 3:59 PM EST

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To: Lucretius who wrote (11539)	1/13/1998 5:23:00 PM
From: JRH	Read Replies (1) of 77400

By all means, correct me if I am a little obtuse on my observations. But, I think that one of the things that sets CSCO apart from the rest of the networkers is that they are offering (or attempting to offer) end-to-end networking solutions for corporations as well as small / midsize companies. Do any other networkers offer this? As far as I know, I think not. This means that a corporation like MCI can go to CSCO and get EVERYTHING that they need to build/upgrade their network. I think that that business strategy is the one that gives CSCO the edge on everyone else and is why the world is flocking to CSCO. A few other reasons for my long position? Their focus on excellent customer service and the fact that most of their sales come via the internet, which helps out margins greatly through lower costs. Maybe some of these are why Red Herring Magazine named Cisco as the number one technology stock to own in 1998. Check these links out: redherring.com There is also an interview here: zdnet.com Have a good one folks.... JH

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