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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.11

+0.9%

Nov 21 9:30 AM EST

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To: Ted Jackson who wrote (16250)	8/24/1998 7:35:00 PM
From: jach	Read Replies (1) of 77400

<< my take on Cisco's products...They make routers and switches..>> mkt matures, much more competitions, products become standardized; maintaining 30+% net margin will be history to csco. LU, NT operates at around 10% net margin; just look at the low end ethernet switch mkt; selling for a dime a dozen and what happen to the ether switch vendors share price- the same scenario will come to the large scale switch and router mkt; it is actually beginning to happen and csco last two qtrs release did hinted this- at 20% margin csco will be at 60$ and at 10% margin csco will be at 30$; now is the time to pocket your profit when almost every analysts said STRONG BUY

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