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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.75

-0.5%

3:59 PM EST

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To: Glenn D. Rudolph who wrote (16877)	9/9/1998 9:40:00 AM
From: jach	Read Replies (3) of 77397

CSCO compared to the combined FORE+ASND+COMS analysis of current products introductions and the types and breath of large contracts won by competitions, imo, conclusion at this point is that csco is and will get very tough pressure on pricing at all fronts, the enterprise, the SP WANs and the high-end routers. IMO, csco is at the junture where its' segement competitors are ready and lined-up with their best shots for severe competitions and from the analysis of the products it's not going to be easy and will cut deeply into margin; csco at almost 100B mkt valuation, revenue of 7B$ FORE+ASND+COMS at only 20B mkt valuation, combined revenue of 8B$ imo, at this point segment products of these 3 competitors are in good position to capture csco share IMO, by converting each csco to 1 ASND, 1 COMS and 1 FORE (approximate conversion) will give one a much better appreciation and less downside risk for the above reasons. 1 csco ==> to 1 ASND + 1 COMS + 1 FORE; and also left over for 1 CS as a bonus

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