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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.46

-3.7%

Nov 20 3:59 PM EST

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To: Eric who wrote (25536)	5/12/1999 12:11:00 PM
From: Freeflight	Read Replies (1) of 77400

CISCO HAS INCREASED IT'S CONVICTION AND ENTHUSIASM says paul weinstein at Credit Suisse First Boston. They have not seen this much bullishness from management in a long time, positive commentary on the outlook included a much more positive tone on Y2K. New confidence in the Enterprise, based on hot new product performance, accelerating hiring indicates secure top line and surging interest in new merged bit streams of voice,data,video from isp's. CSFB continues to expect Cisco to benefit from longer term trends, not quarterly fluctuations, which remain positive. internet explosion, bandwidth constraints, circuit to packet conversion and strategic importance of IP networks.

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