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To: stockman_scott who wrote (26342)	11/20/2005 3:24:01 PM
From: Lizzie Tudor	Read Replies (4) \| Respond to of 57684

yeah I think Cisco is undervalued personally. I like their buy last week in the consumer/cable space. Cisco being the darling of the 90s is being unfairly punished now, and this stock options thing is much less of a deal than I think it is, imho. ANyway sentiment on Cisco is bad, and they aren't growing like they were ... but.... I think a new wave of growth could be ahead. I agree with this BW article. As more computing tasks are handled online, a clash between the software giant and the networking colossus seems imminent INTELLIGENCE SHIFT. What's at the root of the increasingly complex relationship between Microsoft, the world's largest software maker, and Cisco, the No. 1 maker of computer-networking gear? Chalk it up to a megashift in technology's center of gravity -- from the PC, where Microsoft has ruled, to the network, where Cisco is dominant. As more computing tasks are handled online -- from Web searches and phone calls to software and entertainment downloading -- Cisco wants the network to provide much of the smarts that have typically been handled in Microsoft-style applications. businessweek.com