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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 72.99

-2.0%

12:12 PM EST

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To: Mr.Fun who wrote (20892)	1/18/1999 1:22:00 AM
From: Bindusagar Reddy	Read Replies (1) of 77397

Mr. Fun, you have been very accurate in depicting the strengths of both CSCO and LU. Don't you think market is expecting too much from CSCO especially in ref. to Telecom market. For crying loud CSCO does n't even belong to telecom carrier market since they derive only 10-15% of sales from this area. They are well regarded in enterprise data networking. That does not guarntee succees automatically in telecoms. Telecom carriers are looking for a a fool proof fault tolerant 7/24 network. IMHO CSCO has done well in enterprise, they have NOT demonstrated that in TELECOM market. Market and majority of oxymoron fund managers think that CSCO gets most of these revenues from TELECOm segment. Their main Telecom product is GSR12000 which will be cannibalized by competition in 1999. When that happens everyone will be on Chambers for not looking ahead. Thanks for your input. Regards, BR.

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