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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.97

+2.1%

11:19 AM EST

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To: jach who wrote (23102)	2/27/1999 1:58:00 PM
From: Adam Nash	Read Replies (2) of 77400

Jach, And how much bigger is IBM than Microsoft? Care to compare market caps? How about GM and IBM? GE and Cisco? I'm new to this board, but you keep posting the same conclusion over and over again with very little analysis. Is it that hard to grasp that people visualize Cisco's growth potential as long term greater than IBMs? Is it hard to see that Cisco's balance sheet, ie, quality of earnings, is much higher than IBM's? I recently purchased Cisco, and not Lucent, because Lucent has a highly leveraged balance sheet (debt) and lower margins. In a price war, Cisco could cut their margins in half and Lucent would not be able to compete. Lucent also has a very low marketshare (2%) in data-based markets. This is just a starting point, but are you starting to understand why the market is valuing a company with high quality earnings like Cisco extremely well?

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