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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.40

-1.4%

Jan 14 3:59 PM EST

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To: Bindusagar Reddy who wrote (20837)	1/15/1999 8:18:00 PM
From: Frank Sheridan	Read Replies (1) of 77400

Bindusagar - you said "CSCO might win some business but will not become a major player in Telecom area. They will remain an ENTERPRISE networking company..." I could not disagree more. CSCO has already targeted the $100 billion plus telecom market, and if you look at your recent history you will see that when CSCO targets a market, they not only become a major player in that market, they tend to wipe out their competition in the process. Mr. Chambers has already articulated his vision of the future, with "webtone" eventually replacing "dial tone". I personally believe in this vision, which is why I remain a CSCO investor. Regards

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