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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.85

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3:59 PM EST

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To: jach who wrote (23241)	3/2/1999 1:40:00 PM
From: The Phoenix	Read Replies (2) of 77400

Xyln sold for a song and this is supposed to be an indicator of market sentiment? I don't follow. Also, XYLN does $400M in "scraps"..the leavings that Cisco doesn't get. This is a quote from a friend that left XYLN because he was frustrated that XYLN couldn't win real business from CSCO. Let's see, do you really think that $400M in annual revenue's hurts CSCO now? Even if they grow this at a 50% rate the impact will be insignificant...this of course assumes that a French company can run a dynamic SO. CAl company. Bottom line. The founders want out and this was a way to cash in. ALA will not execute.. JMO. OG

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