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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.08

+0.1%

Nov 7 9:30 AM EST

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To: Eric who wrote (13211)	4/7/1998 4:59:00 PM
From: Brian Malloy	Read Replies (1) of 77397

Nothing empirical guys, But if you listen to the interviews and articles about QWEST, Level 3, Williams Communications and others laying down fiber data based networks, you consistently hear them saying CSCO and gigabit routers. The big old style telicos may not like it but the old network switching gear ala LUCENT and GTE is at an economic disadvantage. We will not know about everything till earnings are announced in May and August, but from all appearences it would seem that the demand and therefore the growth for CSCO products is accelerating. As AT&T, BT and other old line telecoms upgrade they will be knocking or already are knocking on CSCO's door in a major way. Maintain the focus on the fact that the internet is doubling every 3.6 months and growing at 1,000% a year. IMHO, Brian

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