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


To: Christopher Adams who wrote (15120)7/16/1998 8:22:00 PM
From: Jerry Catalfo  Respond to of 77400
 
Split info at www.cisco.com under investor relations. It has the exact date and price of the previous splits since Cisco went public.



To: Christopher Adams who wrote (15120)7/17/1998 2:55:00 AM
From: jach  Respond to of 77400
 
<HP's networking hardware group also this week introduced two 10/100M-bps workgroup switches for $99 per port.

While not stackable, the 24-port HP ProCurve 2400M and the 40-port HP ProCurve 4000M include support for the 802.1p and 802.1q policy standards, IP
multicasting and port trunking. The 4000M has five expansion slots that will house eight-port 10/100M-bps cards, four-port fiber Fast Ethernet cards or one-port
Gigabit Ethernet cards, said officials in Palo Alto, Calif.>

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As networking technology becomes commodity pricing will become very competitive eventually also at the high-end and it's starting to happen. IMO, Lucent, NT and many large companies can comfortably compete based on 10% net as their stock price already reflects these 10% margins. IMO, 30% net will be hard to maintain for the future; within the next 2 yrs margin pressure from 30% down to around 15% will have csco to the range of 40 to 45$ target.