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


To: Brian Malloy who wrote (29964)12/3/1999 11:59:00 AM
From: Techplayer  Respond to of 77400
 
Brian, Perhaps, but perhaps not. we shall see. Brian



To: Brian Malloy who wrote (29964)12/3/1999 12:04:00 PM
From: Zoltan!  Respond to of 77400
 
**** Hambrecht & Quist ****
Company: Cisco Systems
Price: 93.5
Recommendation: Buy
Notes: a,f

Date: 12/3/99

Hosts Analyst Meeting - The Beat Goes On

(Full story is on Schwab)

"Main takeaways" of HQ analyst:

- Enterprise market dominance continues
- Cisco it is increasing its penetration of the service provider market
- Y2K not an issue
- Acquisitions should accelerate in 2000

- Cisco is well positioned
We believe that Cisco Systems is exceptionally well positioned to benefit from
the continued rapid growth in Internet traffic and the growing importance of
Internet Protocol (IP) in terms of future carrier architecture. As a result,
we are maintaining a BUY rating.