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

To: jach who wrote (17543)	10/1/1998 9:23:00 AM
From: The Phoenix	Respond to of 77400

XYLN is a non-player. They will get bought by IBM and IBM will bleed that product line dry. IBM's NHD is abysmal. OG

To: jach who wrote (17543)	10/1/1998 9:29:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

Jach, One more thing. Again, you're all over the map on your arguments about cisco's eventual demise. Your first argument was that issues in Europe, Asia, and overall slow-down were going to take Cisco down. Now you're saying competition. Then you say price erosion. Every company deals with the last two issues and Cisco has shown a knack to do this very well. As for the macro issue - as I mentioned in my previous post, Cisco will weaken in times like this providing great buying opportunities. But, cisco will continue to outperform the market. I wouldn't expect to see Cisco pull back 25% which is what you espouse unless they miss their numbers. If I were a betting man (and I am) I'd place my money on the side that they make 'em. It's been coming up "black" for quarter after quarter - something like 38 consecutive quarters of making their target. OG