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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.22

+0.1%

Nov 24 3:59 PM EST

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To: Dennis R. Duke who wrote (15115)	7/16/1998 4:07:00 PM
From: The Phoenix	Read Replies (3) of 77400

Dennis, In all due respect..and as an ASND long....ASND's recent increase in valuation is, in part, a function of the bath they took last summer. They still aren't anywhere near their all time high. They are making numbers now (3 quarters..hmmm...like AAPL) but have lost two key deals recently (USWest and Sprint). Furthermore they are losing ATM switch business to routers and continue to believe that this isn't lost business. Finally they are not doing anything to expand their market and continue to hold the belief they are not vulnerable in the core. Dangerous... I hope they either seek new markets or sell...again as a long. Oh, I should point out that there is likely 5-10 points of valuation in ASND's stock price that can be attributed to takeover speculation. Gary

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