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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.42

+4.6%

Nov 13 3:59 PM EST

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To: bgg who wrote (23723)	3/17/1999 9:08:00 PM
From: John Stichnoth	Read Replies (1) of 77398

Good exchange, jach and bgg. Helpful. bgg--It looks like implicit in your message is that as long as CSCO can stay close to the best in all the categories, either in existing product or time to market with next generation, they've got an advantage that will allow them to maintain their share. They don't have to be best in all the segments, as long as they're good in all of them. I'd agree with that. And, I'd add that they've shown a great ability to execute every time. JS

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