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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.78

+1.2%

Dec 3 3:59 PM EST

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To: Dan Good who wrote (15024)	7/13/1998 4:36:00 PM
From: StockMan	Read Replies (1) of 77400

Re -- At what point would a person have made money shorting CSCO in the past? Many occasions when they were overvalued. Shorting Cisco is not a long term strategy rather a short term (0-6 months) trade. However the landscape is changing very rapidly, and Cisco does not posess any inherent lock-in capability which cannot be duplicated. Cisco so far has survived purely on aggressive sales and using proprietary (IGRP) protocols in the enterprise router space, but this is changing too with low priced routers/switches on the horizon. Read Cisco's 10Q for slowing growth and lower margins. Price always catches up with fundamentals. And Cisco's fundamentals is significantly below its price. Stockman

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