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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: Alok Sinha who wrote (25435)	5/11/1999 9:47:00 PM
From: The Phoenix	Read Replies (2) of 77399

Alok, Dell missed revenues and made earnings. CISCO BEAT revenues and earnings and split and has a growing market. DELL's market is growing - but at a slower pace and has a number of alternative products being brought to bear. Also, they are in a continued fight to maintain margins in a market where competitive differentiation is a very VERY fine line. You can't compare the two IMHO. OG

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