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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.03

+0.8%

Nov 14 9:30 AM EST

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To: JC Reddy who wrote (25395)	5/11/1999 6:35:00 PM
From: bgg	Read Replies (2) of 77399

JC -- CSCO has been telling people forever that gross margins will fall. Gee, they've fallen from 65 to 64.9% terrible ..... Growth rate?!?! Well, it has increased! From the 30s in prior quarters to 45% What the heck do you want from a $10 billion + company? Is CSCO overvalued by traditional metrics? Of course. But, you need to look at far more than textbook indicators to determine if CSCO is a good investment. Do you have any idea of how big this new converged network market will be over the next 5-10 years? Cisco doesn't even need to be No. 1 in this new market to justify its high valuation.

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