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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.04

-0.3%

Nov 26 3:59 PM EST

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To: Eric who wrote (19018)	11/6/1998 11:55:00 PM
From: jach	Read Replies (1) of 77400

To compete equally in the market of LU, NT and other Telecom companies is totally different compared to selling tiny routers in the open market. IMO, CSCO was selling tiny routers during the last five years. Now they want to join the big boys' club, it simply just cost more. Look at this post, the knowledgeable ones got it too. Now, maybe some will get it now regarding margings are going to come down quite a bit in the future. And, imo, the stock price will follow the downward direction as margin erodes. sjmercury.com

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