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

To: Mr.Fun who wrote (19441)	11/20/1998 11:19:00 AM
From: LindyBill	Respond to of 77400

Hey, Fun, I think you have done a good job of pointing out the possible trouble areas. The upside doesn't number, but I think the following is true. Cisco is in the early stages of the a "tornado" that is as great as the early MSFT, maybe even bigger. There is so much demand out there that even if they were not the best managed company in the business, with the best marketing, they would still be handling 35% to 45% growth. The possible weaknesses you mention could happen. Its not fairyland out there, but I think the majority of the people that post here are right. We are in for "A hell of a Ride!"

To: Mr.Fun who wrote (19441)	11/20/1998 11:37:00 AM
From: Eric	Respond to of 77400

Mr.Fun You have done a good job summing up some of the risks going forward. Cisco's growth will slow down in the long run (over the course of many years) but to me that continued growth gives me the "quality" of earnings that I'm willing to pay for. I agree that there are risks going forward. Wouldn't the market be nice if there were no risks? Eric