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

To: Paul Reuben who wrote (47597)	1/30/2001 9:25:39 PM
From: Paul Reuben	Read Replies (1) \| Respond to of 77400

FYI all: "60 Minutes II" is talking about stock analysts and their potential biases right now on CBS.(Kinda painful to watch; they just showed a video of Mary Meeker and the ticker below her showed CSCO at $56.50) :O) PS I hope some of you saw it. They really smeared egg on the "face" of the analyst industry.

To: Paul Reuben who wrote (47597)	1/30/2001 9:57:21 PM
From: Eric	Respond to of 77400

Paul Got a kick out of that story. I know that Cisco is not standing still and is spending much, much more on R&D and one of their biggest priorities is a much faster router. What I like about this business is how far it has to run. We need equipment that's a million times faster than what we have today. Once we break down the last mile bottleneck bandwidth and speed demands will explode. These guys will go through many generations of equipment for years to come! Juniper has some good products but now Cisco has them in their sights. Juniper is on the bubble now. I know Cisco is spending a lot more money on R&D in this specific area. Look for interesting developments late this year. Eric