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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.07

-1.4%

Nov 6 3:59 PM EST

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To: nihil who wrote (18357)	10/22/1998 10:03:00 AM
From: jach	Read Replies (1) of 77397

<extraordinary correlation between Dell and CSCO> yes, imo, a yr from now both will be likely half of what their stock price today. DELL from HWP, CPQ and IBM. Just look at 800$ PC from HWP, priced to kill CSCO from all these competitions that are so many to mention, and what's going to happen is that profit margin will drop. Look at what intense competition had done to the Semi, disk drive and RAM mkt segment. Look at the stock prices of these companies.

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