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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.11

+0.9%

Nov 21 9:30 AM EST

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To: bill c. who wrote (21485)	2/1/1999 8:56:00 PM
From: The Phoenix	Read Replies (2) of 77400

bill c. BTW: Please don't refer me to the Ryan Hankin Kent report as a basis for lines installed. I know they are the one that mention ALA as the market leader for DSLAM shipments. Two problems. Most of these shipments aren't revenue producing... Heck, I think Microsoft has 4 on their campus alone. So, RHK calls up ALA and believes what they tell them...no research. Second, RHK clearly don't have a clue. They believe that the market for VoIP will be between $28M and 202M by 2002. Talk about losing credibility. Gee, I'll bet everything I own that VoIP sales exceed $202M this year. Anyone? OG

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