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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: Eric who wrote (21936)	2/4/1999 10:06:00 AM
From: jach	Read Replies (1) of 77397

The point is margin will come down and IBM is operating at very healthy margin that is substainable in the long run. With all these competitions and services that need to be provided in the Telecom and Home mkts margins will come down. Remember, IBM is 10 times BIGGER than CSCO and its market values is LESS than CSCO. Go figure, Sutro is smart. Why should one get CSCO at these lofty prices when one can get IBM that is 10 times bigger (not to mention all these pataents and great R&D, do you know IBM has just PhDs probably more than the number of csco engs) at a lower price. It's like getting a MBZ S600 for the price of a Chevy Nova. imo.

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