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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 72.11

-0.3%

Nov 5 3:59 PM EST

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To: Mr.Fun who wrote (20787)	1/14/1999 9:33:00 PM
From: dreydoc	Read Replies (1) of 77397

Mr. Fun: Great post and thanks for the nicely balanced view. Any thoughts on the strength CSCO shows in the global arena? In your post concerning carrier contracts, there was no mention of global business. Perhaps because contracts aren't firm yet, but I for one am very encouraged by CSCO's aggressive and early entry into the marketplace(s) of the future. Hard I suppose for us western'rs to remember at times, but the Internet Generation is multi-lingual. There's probably a very good reason that those Cisco ad's are a bit perplexing to some of us; I'll bet the majority of Cisco's future market ain't us ;-) I think they are making great strides in Asia and South Am. although I have no relative numbers to support that hunch. Perhaps you do. 10 Universities recently adopted Cisco Academy Programs in China. Many parts of the world want to participate in the great wave and will leapfrog technology cycles. Cisco's strong relationship efforts should see fruit in '99, certainly in the years to come. Thanks. dd

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