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

To: The Phoenix who wrote (33121)	3/29/2000 5:41:00 PM
From: Dennis	Read Replies (4) \| Respond to of 77397

Gary, am i on the right track ??? all this talk about csco keeping market share, losing market share, PE too high, etc, etc....seems rather mute. IMHO no one knows what csco, the company, will be in 2,3,4, or especially 5-10 years from now.....it seems like the company is constantly mutating or morphing into a new company as time goes on.......isn't that what we are paying for????.....i don't want to own the csco of 4 years ago ...i want to own the csco of the future. btw, still trying to learn this stuff. TIA

To: The Phoenix who wrote (33121)	3/29/2000 9:42:00 PM
From: Pullin-GS	Read Replies (1) \| Respond to of 77397

>>In every negotiation there are two sides and two stories. You have articulated one position. It would be interesting to hear the other. Have you ever heard the phrase "The customer is always right?";-) When negotiating a contract with a large VAR of many vendors, it is best not to approach the customer as an equal. It is odd how other vendors were willing to bend over backwards to meet specific needs. Something Cisco used to be quite good at. >>You ask how a company can expect to keep it's market cap in the face of dwindling market share. The answer is you're looking at one market segment. If you consider Cisco's penetration into new markets then I think you'll get your answer. The dwindling market share is but a symptom of a much larger issue, an issue that obviously bleeds over into all market segments.