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

To: Paul Shread who wrote (15832)	8/6/1998 3:29:00 PM
From: Sawtooth	Read Replies (1) \| Respond to of 77400

Paul: Thanks for the answer. Sounds like you and I are pretty much in the same boat (which seems to have been a turbo-powered hydrofoil, lately!). Regards. ...Tim

To: Paul Shread who wrote (15832)	8/6/1998 4:42:00 PM
From: mauser96	Respond to of 77400

One big reason that CSCO can grow faster is that it is a much smaller company. Though their market caps are not too dissimilar, LU had $26.37 billion sales in 1997 vs. only $6.44 billion sales for CSCO. Cisco is just a lot more profitable, and has a 10 times greater return on assets. It's probably easier to increase sales than increase profit margins. Obviously the same dollar increase in sales is going to help CSCO more than LU. The potential market is huge, probably $400 to $500 billion within the next 4 years or so.