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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.38

-0.5%

Nov 18 3:59 PM EST

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To: StockMan who wrote (14256)	5/26/1998 10:39:00 AM
From: The Phoenix	Read Replies (3) of 77400

Stockman, Well your comments are once again off-base however I won't go into that. What I will again mention is that you have not stated why you think BAY is a better buy than Cisco. You've discussed one product - the 8510 and in doing so spread erroneous information. The test was an alpha test so features that might have been missing also might have been added. The test was done months ago and the product is just now shipping - this if far more than a month of beta notwithstanding the fact that Cisco enters into a trial program for months which preceeds beta... Again however you have not said anything about the rest of the company - the quality of the engineers (given that you are one I can see why you've veered from this discussion), service department (BAY doesn't have one), sales (the only way BAY wins is when there are no competing products), marketing, etc.. It takes more than products to win. Cisco is the complete package. I know that really pisses you off, but the truth sometimes is a bitter pill to swallow. Gary

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