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

To: Michael F. Donadio who wrote (28229)	9/13/1999 9:38:00 AM
From: Ed Forrest	Respond to of 77397

cbs.marketwatch.com

To: Michael F. Donadio who wrote (28229)	9/13/1999 9:38:00 AM
From: Zoltan!	Read Replies (2) \| Respond to of 77397

RESEARCH ALERT- Merrill ups Cisco to near-term buy September 13, 1999 08:56 AM NEW YORK, Sept 13 (Reuters) - Merrill Lynch analyst Mike Ching said Monday he raised his rating on Cisco Systems Inc. CSCO to near-term buy from accumulate. -- Ching is increasing fiscal 2000 earnings per share estimate to $1.00 from $0.97, and fiscal 2001 EPS estimate to $1.30 from $1.22. -- He said he believes Cisco should trade at 75-times calendar 2000 EPS, making a price objective of $85. -- Ching said recent surveys suggest that "Y2K will not be as big an issue" as originally anticipated and Cisco is expected to be the leading supplier of some new technology, including Layer 3 switches. -- Also said recent industry data also indicate that Cisco continues to gain share in the five key data networking market segments. moneycentral.msn.com

To: Michael F. Donadio who wrote (28229)	9/13/1999 11:45:00 PM
From: Jack Whitley	Read Replies (1) \| Respond to of 77397

<<One of the primary benefits of a converged network solution is the ability to deploy advanced applications for a competitive advantage while minimizing IT expenses. Through Cisco's open architecture, developers can write next-generation applications on leading development platforms like Windows NT and TAPI, which will ultimately provide customers with a wide range of innovative options.>> Innovative options including writing converged network applications (that include voice) in VB Script and running them on ultra-reliable NT Server. I guess it will all be administered with Active Directory...................OK. <<'Legacy voice networks are rapidly transforming into an open system for converged data, voice and video communications,' said Bill Gates, chairman and CEO of Microsoft Corporation. 'We are excited about Cisco AVVID because it represents a standards-based architecture to smoothly migrate customers to the New World of IP telephony. Enterprise customers can now build highly scaleable and robust data, voice and video systems based on Cisco's leading IP solutions and Microsoft's proven Windows NT platforms.'>> Does LU think this is for real? If you have any voice experience, draw your own conclusions. jww