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

To: G.F. who wrote (10710)	12/10/1997 11:36:00 AM
From: jim bender	Respond to of 77400

Here is a report from Datacom on RAS... data.com

To: G.F. who wrote (10710)	12/10/1997 11:38:00 AM
From: Miles Tailor	Read Replies (1) \| Respond to of 77400

His concern was not so much Asia, he was comparing it to what he thinks happened to Oracle. There earnings had grown because they where feeding off business that Informix and Sybase had lost and lasted until this last quarter. He thinks the same thing may be happening to Cisco, gaining market share from competitors in the short term and therefore the growth rate cannot contine at its current level. He sounded very bearish on the entire Tech Sector today.