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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.80

-0.3%

3:59 PM EST

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To: Tulvio Durand who wrote (18688)	11/2/1998 2:39:00 PM
From: Z268	Read Replies (1) of 77400

Re: Cisco growth Please read Cramer's article, and that of the editor of The Street.com fnews.yahoo.com These, and a number of articles recently suggest that economic activity is on the rebound in Asia. Japan is re-capitalizing its economy. For Asia to compete effectively with NA and Europe going forward, as part of this re-capitalizing, all Asia will need increased capital spending on hi-tech infrastructure. IMO, this bodes well for the growth of companies such as CSCO, INTC, MSFT etc for the next few years. The Asian cylinder (driving hi-tech growth) which has been sputtering recently looks like coming on full bore later in 1999. Steve

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