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

To: Zoltan! who wrote (28535)	10/3/1999 11:54:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 77398

Z, Re: "The Bay business has not grown and perhaps even declined," said Warburg Dillon Reed analyst John Wilson. "From that perspective, if you paid [nearly $7 billion] for a $2 billion company, that's a bad acquisition," he said. " I wonder what this guy would say about paying 7 billion for a 10 million dollar company. Brian

To: Zoltan! who wrote (28535)	10/4/1999 2:07:00 PM
From: YONSU	Respond to of 77398

Zoltan, it is true it has taken CSCO about a year to double but looking at the market share they possess and their size, I can understand why. here's one of my post a while ago on Ragingbull, that may be of interest. That was #2698 on CSCO if you'd like to look. FYI, CSCO has no long term debt, Is covered by 31 analysts, 29 have buys, 2 have holds (Value Line & Zacks) *did you know---75% of CSCO's sales are made from its website % of CSCO's sales -- Phone Co. 35% Small business 10% Corporations 55% Market share of its major products: routers 67% ( they are #1) local network switches 44% (they are #1) Atm switches wide network 25% (they are #1) local networks 28% (they are #2) Remote access concentrators 28% (they are #2) Source JPMorgan CSCO is very successful at retaining Execs from aquired companies (4 in the last 9 months) Earnings targeted to rise about 25% anually thru 2000-2002 Yonsu