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

To: Ed Forrest who wrote (56798)	1/18/2002 5:21:40 PM
From: JeffT	Read Replies (2) \| Respond to of 77400

Hey, I like that article. I just wish the rest of the market would agree with me! Jeff

To: Ed Forrest who wrote (56798)	1/19/2002 10:11:08 AM
From: Joe S Pack	Read Replies (1) \| Respond to of 77400

Raj Srikanth is a paid tout from the Market Maker (his employer): His report paints the obvious. As a share holder I see nothing new other than the same old stuff. -Nat SOURCE: Deutsche Banc Alex. Brown Inc. Cisco Systems Inc. - Deutsche Banc Alex. Brown's Raj Srikanth Initiates Coverage With A Buy Rating NEW YORK, Jan. 18 /PRNewswire/ -- Deutsche Banc Alex. Brown analyst Raj Srikanth launched coverage of Cisco Systems Inc. (Nasdaq: CSCO, $19.48) with a rating of BUY based on the following factors: * Strong product portfolio complemented by a strong management team. Cisco is the market share leader in most of its end-markets. * Diversity in Customers, Products and Markets. Approximately 72% enterprise/28% service provider, almost 50%/50% domestic/international. * Growth ~ 20%. Srikanth believes that Cisco can grow 20% top line from a combination of its core business, new emerging markets like wireless LAN, SAN etc. and increased penetration of the carrier space. * Valuation - $25 per share. Srikanth argues that Cisco should reap the benefit of a market recovery earlier than any other large communications equipment vendor. Based on a recovery scenario, he believes the stock can trade at 50x's CY03E EPS of $0.50 leading to a price target of $25. * Cisco is a Key Holding. Srikanth believes the company represents one of the best investment vehicles in the technology sector because of its strong balance sheet, including $19 billion in cash and investments, and no debt. Said Srikanth: ``Cisco is rapidly transitioning itself to become the global leader of the converged networks of the future.'' Deutsche Banc Alex. Brown represents the Investment Banking activities of Deutsche Banc Alex. Brown Inc. (US) and Deutsche Bank Securities Ltd. (Canada). Deutsche Banc Alex. Brown and Deutsche Bank Securities Ltd. are subsidiaries of Deutsche Bank AG. With assets of almost EUR 1 trillion and over 97,000 employees, Deutsche Bank offers its clients unparalleled financial services throughout the world in over 70 countries. It ranks among the leaders in Asset Management, Capital Markets, Corporate Finance, Custody, Cash Management and Private Banking. Deutsche Bank is organized in two customer-oriented Groups: ``Corporate and Investment Bank'' (CIB) and ``Private Clients and Asset Management'' (PCAM). Cisco Systems Inc. company stock is optionable. Deutsche Banc Alex. Brown Inc. maintains a net primary market in the common stock of Cisco Systems Inc. Information herein is believed to be reliable and has been obtained from sources believed to be reliable, but its accuracy and completeness cannot be guaranteed. Opinions, estimates, and projections constitute our judgement and are subject to change without notice. This publication is provided to you for information purposes only and is not intended as an offer or solicitation for the sale of any financial instrument. Deutsche Banc Alex. Brown Inc. and its affiliates worldwide, may hold a position or act as market maker in the financial instruments of any issuer discussed herein or act as advisor or lender to such issuer. Transactions should be executed through a Deutsche Bank entity in the client's home jurisdiction unless otherwise permitted by law. Deutsche Banc Alex. Brown Inc. is a member of NYSE and NASD. SOURCE: Deutsche Banc Alex. Brown Inc.

To: Ed Forrest who wrote (56798)	1/19/2002 10:18:16 AM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

What's important, Ed, is to combine your article with this article: dailynews.yahoo.com "Network Spending by Businesses Seen Increasing" Then you get a very sweet picture indeed. Cisco owns 72% of the Enterprise market. So if that market is going to start seeing good growth again, then Cisco will see most of the benefits of this shift. It goes to show you, the CEO of Juniper is an idiot. I can't remember his exact words, but he said something to the effect of "We're not going to sell to our customer's customer" in a backhanded slap at Cisco for selling to enterprise customers, which are the customers of service providers. How wrong can a CEO be! Well, Cisco will sell to their customer's customer and anyone else who will buy product and they will eat Juniper's lunch. Goodbye Juniper! It was a nice ride while it lasted! :)