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

To: Ibexx who wrote (10835)	12/13/1997 11:13:00 AM
From: JT	Read Replies (3) \| Respond to of 77400

Ibxx and Eric, December 15,1997 (From IBD) Networkers: The industry is consolidating and faces new troubles as Asian economies implode. THE OUTLOOK: ALTHOUGH THE INDUSTRY HIT A ROUGH SPOT THIS YEAR, IT SHOULD SMOOTH OUT BY EARLY'98. * UPSIDE: EQUIPMENT PRICE ARE FALLING AND OPENING NEW MARKETS. THE SMALL-TO MIDSIZE BUSINESS MARKET IS TAKING OFF. NETWORKING IS MAKING INROADS IN THE HOME. NEW TECHNOLOGY SUCH AS THE ROUTING SWITCH AND PRODUCTS THAT MERGE VOICE, VIDEO AND DATA NETWORKS SHOULD SPUR SALES. * RISKS: still, '97 HAS SHOWN NETWORKERS ARN'T INVICIBLE. HIGH FROWTH CAN"T ALWAYS MAKE UP FOR PRICE WARS.MERGERS COUTINUE TO BE THE NORM AND DERAIL MOMENTUM. ONCE TIED TO NORTH AMERICAN SALES, NETWORK COMPANIES HAVE WORKED HARD TO GO GLOBAL. THAT'LLHURT AS ASIAN ECONOMIES FALTER. ...................................................................... The whole article is still quite premising. It mentioned "Cisco Systems is the only one can keep up with high profit margin. Now we know why Cisco has more inventory, it is a real good sign. Small to midsize business market take off. Sorry I can not provide the URL. I am not a short term holder, but do not like to see Cisco went down $7 in one day. Best Regards

To: Ibexx who wrote (10835)	12/13/1997 1:20:00 PM
From: Sonki	Respond to of 77400

hi ibexx, i just bot back csco leaps that i sold against the stock. then i heard re: insider selling and channels etc. Csco was down 5.5 for the day when i did that. Did I jump in too early to buy back the leaps? it was one of the few times i had made money on down side and got excited to take profit. ------------------ more important ------------ Do you still have contact at Prudential? I have never owned EFII but i have watched it for long time and I can not belive this kind of earning shortfall but do you think this is the kind of company that will eventually come back 1yr or so? I m very tempted to buy at this level. I took off 50% from next years earning and still looks like a great buy even if they only make 50% of today's estimate. Do you know anything aobut this company? would u be intrested at this point?