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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Eric who wrote (27498)	8/11/1999 8:04:00 AM
From: Techplayer	Read Replies (3) \| Respond to of 77400

Eric, some quick questions and thoughts... Can you expand on why INS is such a bad deal? With service revenue growing and with INS growing far more quickly than the industry, it does not seem expensive in the long term to purchase established customers and the vast networking talent there. At the present rate of growth, INS could be doing a billion dollars in revenue in 3-4 years. In regards to revenue growth, does anyone remember what Geotel was doing in revenue prior to acquisition? Could it be the numbers associated with Geotel that warps the earnings/revenue relationship? With 48% revenue growth why did earnings grow only 31% with a minimal (less than a point) margin decrease? In regards to 80% internet growth, with only a billion dollars in revenue (I believe that this is what I read) that means that there was what, 580 million last year? 420 million is an impressive %, but not really a factor for those that feel that CSCO will knock the NT's and LU's out of the box. For those that follow LU and are drawing comparisons, LU increased the top line by 30% in the last quarter (a 2.1 billion $ increase), projects 22% revenue growth going forward with 35% earnings growth. Both companies are growing fantastically and will return amazing profits for those that hold. Good luck. I appreciate any comments. Brian