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

To: jhg_in_kc who wrote (17895)	10/7/1998 10:54:00 AM
From: Ibexx	Read Replies (3) \| Respond to of 77399

Thread, Jabil reported outstanding eps and stock was up substantially (6.8%) Jabil has been a major supplier for CSCO; the pros frequently used JBL's eps to guage that of CSCO's as the latter reports much later. Ibexx

To: jhg_in_kc who wrote (17895)	10/7/1998 10:57:00 AM
From: alex pierson	Respond to of 77399

Saw and read that article. it makes a couple of assumptions that are questionable and I would really like to know the answer to. Assumes margins will hold up. Assumes growth will continue. Just wonder if the margins will hold and growth for Cisco will hold up with Nortel and Lucent getting into the data business. They may but would only want to bet that way if I had a pretty good idea why they should... Will Cisco's unit sales go up but margins get killed thus killing revenue growth. Is something finally changing here? Are profits going to slow for a while anyway because of slowing enterprise spending? or is data so important that enterprises will keep spending? Is max date spending already figured into estimates so that any slowdown will result in reductions. Not sure myself. If estimates do come down does short term thinking kill the stock? Alex P.