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

To: Lizzie Tudor who wrote (67672)	4/15/2005 11:58:55 AM
From: Elroy	Read Replies (2) \| Respond to of 77400

Hey Elroy, Cisco is one of the biggest oracle 11i shops, I have friends at Oracle who work with cisco, Cisco has asked for enhancements to the 11i service suite to support their business (which Oracle will do)- and I have heard repeatedly that Cisco is trying to push more business in the direction of high margin services from numerous people. So please, unless you know what I say is untrue then don't jump to conclusions! CSCO's services as a % of total revenue has been consistant for the past 3-4 years, that indicates they are not pushing more into the services business than in prior years. Whatever, it doesn't really matter, but it illustrates a tendency of your to state things which are NOT supported by the data. For example, in order to have a "multi-year" bear market, the major indexes have to decline for a few years in a row. In tech we have had two positive years in a row. 2005 is still up in the air (we'll know in December).