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

To: Stock Farmer who wrote (52612)	5/9/2001 6:08:09 AM
From: kvkkc1	Read Replies (2) \| Respond to of 77397

You assume -10% growth based on 1 quarter's guidance? Chambers politely told the pundits that their 20% growth expectations regardless of true economic environment was bs. The guy may not be your favorite, but he knows business. I'll stick with his guess over Sagawa's and the other "experts".knc

To: Stock Farmer who wrote (52612)	5/9/2001 10:01:58 AM
From: RetiredNow	Read Replies (3) \| Respond to of 77397

Fair enough. But right now, I don't see any companies remotely capable of competing with Cisco. Juniper is getting taken out as we speak. Nortel is still promising, so I own some shares there, but they are having a tough time as well. Lucent is a joke. Cisco has the #1 or 2 market share position in almost every market segment they compete in. So when the market grows, of course, most of that growth will go to Cisco. That's the nature of being the market share leader.