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To: hitesh puri who wrote (12295)12/17/1997 1:03:00 AM
From: pass pass  Read Replies (1) | Respond to of 45548
 
I can guarantee you as soon as the Asian crisis is over, they will say CSCO has 99% of its rev. from SEA.



To: hitesh puri who wrote (12295)12/17/1997 2:55:00 AM
From: David S.  Respond to of 45548
 
Computers & Technology Will 56K-Modem Standard Kick Sales Into High Gear?

Investors Business Daily, Thursday, December 11, 1997 at 15:12

The battle was fierce, if short-lived. Now both sides claim
victory.
The International Telecommunications Union appears ready to
establish specifications for 56-kilobit-per-second modems. It looks
like the result will bridge the technology of rival camps -one led by
networking giant 3Com Corp. and the other by chipmaker Rockwell
Semiconductor Systems.



To: hitesh puri who wrote (12295)12/17/1997 7:31:00 AM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 45548
 
And who was that guy from Morgan Stanley who listed Cisco in his 10 companies that were least exposed to Asia. hitesh, I would be the last to defend analysts. However, I believe the comment was that CSCO had exposure but they had very strong market penetration in other parts of the world. Specifically, the US. Glenn