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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.75

-0.5%

3:59 PM EST

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To: Zoltan! who wrote (24240)	4/8/1999 8:57:00 PM
From: Helios	Read Replies (3) of 77397

Jach's first CSCO post as far as I can tell: mkt matures, much more competitions, products become standardized; maintaining 30+% net margin will be history to csco. LU, NT operates at around 10% net margin; just look at the low end ethernet switch mkt; selling for a dime a dozen and what happen to the ether switch vendors share price- the same scenario will come to the large scale switch and router mkt; it is actually beginning to happen and csco last two qtrs release did hinted this- at 20% margin csco will be at 60$ and at 10% margin csco will be at 30$; now is the time to pocket your profit when almost every analysts said STRONG BUY August 24 1998 when CSCO was 68, split adjusted, it was 103 at the time. HaHaHaHaHaHaHaHa

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