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

To: jach who wrote (19407)	11/19/1998 12:55:00 AM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 77400

jach, Do you base your prediction of CSCO being half the price that it is now on the information solely in the message that you referenced? Or do you think that this information will materially affect CSCO's revenues and profitability thus driving the stock down? JXM

To: jach who wrote (19407)	11/20/1998 1:12:00 AM
From: jach	Read Replies (2) \| Respond to of 77400

3COM and Cabletron GBit taking leadership. IMO, CSCO has already lost some share in this area. In the ATM area, it seems that CSCO also lost out to ASND, LU and FORE. The only one that is sort of left is 12000 (still selling well). 12000 will get very tough competitions next year, that is similar to GBit startups that are lowering prices and driving margins down. Margins will be way down next year when everyone needs to sell their high-performance switch routers. There are about ten companies ready to market their products and a lot of them are in testing phase at major SPs. IMO, Based on this CSCO will face really tough times six months to a year from now. biz.yahoo.com biz.yahoo.com