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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: Frank Sheridan who wrote (20841)	1/15/1999 8:43:00 PM
From: Bindusagar Reddy	Read Replies (1) of 77400

Frank, CSCO targeted telecom, doesn't guarantee success. Carrier market is different altogether. Sales tactics that worked in enterprise don't work in Carrier market. CSCO is yet to prove that they can build a reliable fault tolerant network of high standards. I remember the ATT fiasco costing millions of dollars of losses to ATT. They will remember that. Just an example how telecom is different. They will not forgive breakdowns.. Next 12 months will determine CSCO's fate. If they are not what Wallstreet thinks they are watchout below. Regards, BR.

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