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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.80

-0.3%

3:59 PM EST

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To: Lynn who wrote (14923)	7/2/1998 7:57:00 PM
From: David B. Higgs	Read Replies (1) of 77400

Off Topic - WCOM Lynn, "Doesn't the price of WCOM already reflect the future merger,.." That is difficult to answer. Two months ago when CSCO was trading at $70 everyone was saying it was overpriced but look at it now. MCI will be forced to sell off its internet business but that will have only minor impact. I posted yesterday on the WCOM thread, Lehman's latest research on WCOM. It can be found at: Message 5079285 Key segments of this report includes the following: We believe that the combined company will deliver far and away the fastest top-line growth (15%-17% per year) among its major large-cap peers, with EBITDA growth augmented by significant merger-related cost synergies. Key drivers of growth are capturing share from monopolies in the local phone market and in foreign countries (something WorldCom has already demonstrated a strong ability to deliver) and participating in the continuing explosive growth of the Internet. In its three key growth markets (local, Internet, international), we believe that WorldCom will grow revenues about 50% annually over the next five years. CSCO continues to be my favorite stock, but WCOM is fast becoming a close second. Regards

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