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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.81

+3.8%

1:31 PM EST

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To: Tony Viola who wrote (23716)	3/17/1999 12:41:00 PM
From: jach	Read Replies (2) of 77398

The way I see it there are three key mkt segments: 1. Core switch-routers. Juniper and the likes have great products and because of these competition profits and margins will drop. 2. Enterprise LAN switches. Foundry, Extreme, Alteon (startups) already have snatched a good chunk out of traditional CSCO turf (AOL and Yhoo putting startups' switches). Not to mention LU, NT and the European large telecom companies getting into this segment in a big way. Again, too mnay companies into it will definitely drop margins. 3. WAN ATM Swicthes. Here CSCO is behind ASND (GX550) and FORE (ASX4000). Revenue will suffer. So, based on these facts, how can one feel comfortable to get CSCO at these extremely high prices. All imo.

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