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

To: brian z who wrote (18652)	11/1/1998 10:36:00 PM
From: jach	Read Replies (1) \| Respond to of 77397

This paragraph from Barron's hits the points squarely regarding the net margin erosion issue: ============== Cisco, which has been trading near its 52-week high of 70, "has to deliver 30% top-line growth and maintain margins at 65% or better" to meet its '99 earnings numbers, he says. But because 20% of revenues comes from hard-hit financial firms, Cisco may "have to express a little greater risk around that issue." ============= IMO, the impact of this to csco stock price next week will be negative.