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

To: JRH who wrote (13316)	4/13/1998 6:13:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

JRH, Zoltan, Well, you two seem up to Stockman's ridiculous rants. I chose on the other hand to ignore him. He, as you have noted, has brought no value to the discussion here other than to entertain us with his pathetic opinions. I found this tiring. Point is Cisco is a strong company that does a fabulous job at evaluating technology and a better job than anyone in the industry at delivering this technology in a useable fashion to its customers. As you surf through the web sites on SI you'll see mention of why company x should have the same valuation as Cisco because they have such great technology. And that Cisco is so far behind on this or that... But, what these folks fail to see it that customers don't buy technology...they buy solutions. Cisco delivers solutions based on proven, usable technology. That's why Cisco is trading near it's high and continue to dominate this industry. Cisco continues to grow at faster than the market rate (contrary to Stockman's opinions), and is picking up market share in most every market they target. ASND just announced earnings...on nearly flat revenues! Cisco continues to grow revenues at a >30% year over year rate....which is HUGE for a company that ended FY 97 with $6.4B in revenues. Cisco will easily reach $8B+ this FY...that's an increase of $1.6B!!! More than ASND's annual revenues and 3Q's of BAY's revenues...and that's just CSCO's growth alone. An 800 lb gorilla becomes a 1000lb gorilla.... Gary