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

To: Eric who wrote (17167)	9/18/1998 1:07:00 PM
From: Paul Shread	Read Replies (1) \| Respond to of 77397

Eric, I agree. The values in the telecom equipment sector are becoming quite compelling. When was the last time the sector was cheaper than the S&P? Quite a few years ago, I would venture to guess. ERICY's dividend is now more than 1%; we've been joking on that thread that retirees are going to start buying for the dividend check. ;-) By "the strongest is the last to fall": do you think CSCO has further to go? And if so, how far? Paul

To: Eric who wrote (17167)	9/18/1998 1:09:00 PM
From: jach	Read Replies (3) \| Respond to of 77397

Cisco short term will likely go down between 51-55 range based on the following facts: 1. Juniper product seems to be good and can take some revenue out of the very profitable 12000 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 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. IMO, csco will be a good buy in the range of 51$ to 55$ for normal mkt condition and if mkt is very weak it will be 45-50$ range. note: just sharing my analysis for those who want to get in for a certain price and for those who wants to sell out and get in later; if one wants to hold, that's their decision