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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.19

-0.1%

Jan 16 9:30 AM EST

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To: Doughboy who wrote (23075)	2/25/1999 9:11:00 PM
From: The Phoenix	Read Replies (2) of 77400

Nice post, confirms much of what has been said by many in the past. - Increased penetration into SP's - Explosive growth in cable and DSL - Some as yet to be seen margin pressure - Alcatel coming back? (gee, the ASND'r had a heyday when ALA left ASND.. I remember telling them that ALA would be difficult - they laughed then... look who's laughing now..) - Cisco is prepared for the new FASB acquisition requirements - no surprise... Cisco Management is sharp. - Only 4 exec.s have view onto bookings. Hmmm I remember someone arguing with me about this. Can't remember who that was. But they were apparently WRONG! Thanks again DougHboy. Great post! OG

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