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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)	1/15/1999 12:41:00 AM
From: Uncle Frank	Read Replies (1) of 77397

Welcom to the thread, Mr. Fun. I've enjoyed your posts. >>Can Cisco duplicate its awesome market share gains in 1999? >>Can Cisco sustain its 65% + Gross margins on this equipment? I believe they can and will do both, based on my understanding of Gorilla behavior. Moore's observation that Gorillas will continuously outperform market expectations has held true during my experience with csco, msft, and intc. Imho, lu will be less effective in Cisco's part of the jungle than they have in their own. You are very proficient in the networking sector. Have you participated in csco's amazing returns during this decade? Why are you considering adding csco just at the time they are encountering what you seem to feel is a major challenge by lu/asnd? Out of the penalty box, Frank

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