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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: Martin Milani who wrote (25451)5/12/1999 11:46:00 AM
From: Alok Sinha  Read Replies (1) of 77399
 
Percepttions on the Street change very quickly. I do agree that CSCO is seen on Wall Street as much more of an Internet Company than IBM, but IBM has leveraged growth of the Internet as much as any traditional tech firm.

With 80 B in revs and $8 EPS, I just think the risk of holding IBM at these price levels is much less than that of CSCO (and to be fair rewards may be less too). In spite of the run-up, I still think CSCO will see 105 before it sees 130.

Regards

Alok
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