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

To: Ray Yu who wrote (9788)	10/24/1997 5:57:00 PM
From: sepku	Respond to of 77400

>>>In regards to market share, CSCO has over 70% overall in Japan.<<< Routers, not switches. Style Pts.

To: Ray Yu who wrote (9788)	10/24/1997 8:06:00 PM
From: jim bender	Read Replies (2) \| Respond to of 77400

Ray, I mean to say CSCO 12% revenue comes from Asia. And if Asia is weak then there could be some dip in revenu going forward. CSCO, Bay COMS, ASND and FORE etc all are going get hurt by this.

To: Ray Yu who wrote (9788)	10/24/1997 11:41:00 PM
From: craig crawford	Read Replies (1) \| Respond to of 77400

You know what these numbers tell me? The reason C$CO has a lower percentage of revenues from Asia is because these markets are just starting to catch on to the internet wave and have a plethora of options to choose from. Years ago when the internet/data networks first started to take off here in the U.S. C$CO was the place to get your stuff. They had the best solution. People here in the States have been buying from them for years and it is difficult to get people to switch vendors. But in foreign markets, people aren't locked in with using C$CO's gear because they are just starting to build up their networks. C$CO's competitors have a more equal footing from which to stand on. That's why we see A$ND kicking C$CO's butt in Asia. Who just signed a multi-year multi-million dollar deal with NTT? (The largest phone compnay in the world with $70 billion in revenues) Not C$CO...