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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.47

+1.9%

Nov 3 3:59 PM EST

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To: DownSouth who wrote (22532)	2/13/1999 3:28:00 AM
From: jach	Read Replies (2) of 77397

Another link showing CSCO has many competitors and not uncommon to see that the competitions were being selected instead of CSCO. That's why the big brokerage houses finally are now starting to say that competition is getting very stiff and margins will be coming down. The big risk with CSCO is that its stock value is built on the basis of astronomically large net margin of around 30%. As this net margin comes down, so will be the stock price. The big guys, LU and NT can compete comfortably having 10% net margin because their stock price is based on the 10% net margin now. techweb.com

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