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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (57761)	12/3/1998 2:11:00 PM
From: Mr.Fun	Read Replies (5) \| Respond to of 61433

OK, some facts about Cisco: FY1998 revenues $8.5B Routers = 40% LAN Switches = 31% WAN Packet Switches = 8% Remote Access (RACs, RAS, and routers w/ dial-up capability) = 6% Other = 15% N.B. Cisco increased its share of LAN switches from 36% to 50% over the course of FY1998. Growth of this product category accounted for nearly 60% of Cisco's 31% YoY growth. However, CY1999 industry LAN switch growth expected to slow to 25-28%. No criticism of the best management in all of high tech intended, but BR does have a point, Cisco does mislead the world as to its actual position in telecommunications carrier markets. I can't fault them for it, however, since it does give them more credibility in building new carrier relationships. Nonetheless, although Cisco management claims 30% of sales are to carriers, at least half of that is office equipment subsequently resold to enterprises.