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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.07-1.1%Dec 1 3:59 PM EST
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To: The Phoenix who wrote (15010)7/12/1998 9:37:00 PM
From: jach  Read Replies (1) of 77400
 
difference is that technology and mkt have matured to a point where, imo, 30% net margins will be very difficult to maintain;
both lucent and NT are getting into the data mkt, imo, csco does not have or even close to having siginificant products in the telephony world but both lucent and NT already have siginificant foot-hold in the data world; comfortable with around 10% net for large telephony companies where technology and mkt have matured will become key point as it can greatly impact the consistency of getting 30% net (as opposed to the Router era). Other words, 30% net can potentially become history -

another link where siginificant product line for data of lucent; real competition as well as mkt maturity and technology commonality were all missing in the past; but not today-
lucent.com
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