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

To: SouthFloridaGuy who wrote (50537)	3/28/2001 4:03:37 PM
From: Monty Lenard	Read Replies (1) \| Respond to of 77400

Isn't it something when the chickens come home to roast...I mean roost...whatever. :-) Monty

To: SouthFloridaGuy who wrote (50537)	3/28/2001 4:11:05 PM
From: MHA	Read Replies (1) \| Respond to of 77400

"The problem with CSCO does not lie with the exchange it is on. It lies with the fact that it will be facing major pricing pressures on the high end from notable competitors like JNPR as telcos reduce capital expenditures. It also lies in the fact that the company's accounting practices are suspect to say the least." Did some research, Cisco's gear is in the same price range as Juniper. The problem is that carriers are not buying. This is a BIG issue for single product companies like Juniper. For Cisco, enterprise sale is still going very good, so the slowdown in carrier spending will hurt Cisco but NOT as bad as it will hurt companies like Juniper, RedBack etc...