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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.45

+1.8%

Nov 3 9:30 AM EST

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To: Zoltan! who wrote (24459)	4/16/1999 9:42:00 PM
From: Techplayer	Read Replies (3) of 77397

Zoltan, How does the belief that LU being a 15-20% growth stock give Cisco a clearly defined edge in the internet revolution? I own both stocks. Lucent presents the biggest obstacle out there in limiting future growth potential for Cisco. What happens if LU is able to snag Juniper for a paltry 1.5 billion or so? (Drop in the bucket for LU.) LU with ASND does serious damage to Cisco's carrier dreams. LU with Juniper and ASND and its dominance. CSCO is expected to grow at 29% for the next 5 years. I hope that it does. Increased competition from a serious competitor with similar clout will not help those margins or that growth. Perhaps Cisco grows a few points faster than LU. They should. 25% growth for LU equals 70+% of all of CSCO's revenue for last year. Hype? Try a PE of over 80 (and any comment from Chambers). Regards, Brian

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