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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 84.82+3.0%Feb 6 9:30 AM EST

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To: Scott Rafe who wrote (14736)6/24/1998 1:07:00 AM
From: Eric  Read Replies (2) of 77400
 
Scott,

The bigger the ship, the larger the rudder to turn her!

LU and NT are big ships with small rudders, lots of their stuff is built in-house. Cisco builds most of it's stuff outside by contract manufacturers and that's a tremendous advantage when it comes time to shift gears. Cisco is lean and mean in this department!

The name of the game from now on is how the RBOC's and others buy equipment, that's where the big margins are. I applaud Cisco's move to the end user and small business as this will grow the base.

The fun part is watching this technology unfold, it's still in it's infancy and we have a whole world to sell to!

regards

Eric
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