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To: t2 who wrote (4047)	10/2/2002 11:52:40 AM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 10157

CSCO is very dominant in the enterprise market. I think you will see many of the U.S. networking equip mfg companies merge or disappear. But Huawei is not a small company. And you shouldn't assume that it is a level playing field in China. One thing to remember as well is that the rest of the world is looking for an alternative to U.S. based Cisco. That being said, I think that Cisco wins in the long term, just that they competitive landscape is tougher than most think.

To: t2 who wrote (4047)	10/2/2002 12:32:27 PM
From: mishedlo	Read Replies (2) \| Respond to of 10157

Does Cisco not hold a near monopoly in the enterprise segment. Given how competitors are forecasting shortfalls in Revenues, could that not be a sign that Cisco is doing what Dell has for the PC market? Does it matter? Is CSCO making any money? Is CSCO a growth business? What is the effect of stock options on CSCO's "earnings"? What does the chart say about CSCO. Having one hell of a time doing anything but going down. Do new lows beget new lows. The ONLY thing you have going for you is max pain is 12.5 (that is lowest max pain for CSCO in years). But CSCO better have good earnings or it will get crushed. CSCO deserves to get crushed whether or not it lies about earnings. M