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

To: jach who wrote (17141)	9/17/1998 10:17:00 AM
From: Lutz Moeller	Respond to of 77397

jach, I understand You'd like to buy csco cheaper than today. Who, would disagree! But which valuation criteria do You apply, to come to your expressed conclusion? Regards Lutz

To: jach who wrote (17141)	9/17/1998 1:24:00 PM
From: Peppe	Read Replies (1) \| Respond to of 77397

Jach, A rebuttal to your points; <1. Juniper product seems to be good and can take some revenue out of the very profitable 12000 line> 12000 line has been shipping for over a year. Solid customer base already exists. Market for Core routers way more limited than edge routers. Juniper will have zero impact to CSCO's bottom line. 2. In Cat5000 enterprise arena; 3Com, Bay, and a host of othet GB startups are squeezing margins out of Cisco; based on their products shipment news it seems that some GB starups getting some significant contracts in the enterprise switch market> Cat 5xxx is at a $ 2 billion dollar run rate. If anyone can afford a price war, it's CSCO, with those volumes. Although GB is the talk, the money's still in FE. And CSCO has a dominant position in enterprise switched ethernet market. <3. In the WAN SP field, Ascend 500/550 and FORE 4000, at this point are more powerful than the current csco ATM switches These are also the key revenue generating areas for csco.> Product leadership is short-lived in this industry. CSCO MGX 8800 will leap-frog ASND and FORE when it ships. Buy now, avoid the rush ... Cheers, Peppe