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

To: Eric who wrote (10656)	12/3/1997 11:34:00 PM
From: Zoltan!	Respond to of 77400

Turning the screws: Cisco's strength is dictating others' moves and fortunes: Montgomery Securities analyst Alfred Tobia noted, however, that the networking business is "suffering from the fact that Cisco is so big," and that many networking companies are finding it tougher and tougher to compete with the industry giant. Cisco, he explained, has a big sales force and has been very effective at acquiring and developing competitive technology. This has prompted a number of networking companies - including Cabletron and Bay Networks - to bring in new management. It has also helped spark mergers, including the combination of 3Com and U.S. Robotics and the merger of Ascend Communications and Cascade. "Cisco is forcing the consolidation of the second- and third-tier players," Tobia said. excerpt from "Analysts Still Favor Networking Cos. Despite Earns Warnings" By Joelle Tessler interactive.wsj.com Regards