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

To: JRH who wrote (16442)	8/28/1998 12:35:00 PM
From: RetiredNow	Respond to of 77400

couldn't help it. bought some more today. will be loading up as it goes down at $5 intervals (94, 89, 84...) until it trends back up. everyone should do the same IMHO.

To: JRH who wrote (16442)	8/28/1998 12:47:00 PM
From: Joseph G.	Read Replies (1) \| Respond to of 77400

<<Please define rapidly.>> Sales and earnings growth dropped about four times in four years 1998/1994 - deccelerating rate of about 20% per year. And it was in best possible business conditions, both for the general global economy and for the digital networking industry specifically. Now, that the global economy slows down, and the digital networking industry has grown enough to attract large competitors and most likely resulting price wars - I can't see how even present growth rates and margins can possibly be maintained. Look at ALTR, XLNX - they were the dominant chip providers for digital networkers. As the business grew, large Cos. became interested ... Go back to ALTR thread, 12 - 15 months ago I was there and predicted increasing competition and lower or no growth for these Cos. Look also at their stock price performance since then.