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

To: LindyBill who wrote (19694)	12/6/1998 1:47:00 PM
From: jach	Read Replies (3) \| Respond to of 77400

Come next year, CSCO will go down big time. Where are CSCO strengths these days, maybe in marketing and public relations. 1. GBit and Enterprise LAN => lost mkt share to many startups, COMS and even LU, INTC and CPQ. 2. ATM WAN Switches - already lost to ASND, FORE and LU 3. 12000 Switch Router - the new startups are very strong, here is an example of just one of them. When these guys hit the street next year, will be very interesting. Great performance advantage vs 12000. nexabit.com 4. IP telephony -> LU taking lead with PacketStar IP Router that can interface to 5Es and 4Es. ALl imo.

To: LindyBill who wrote (19694)	12/6/1998 8:54:00 PM
From: Tulvio Durand	Read Replies (1) \| Respond to of 77400

... feeling we will start the new year at 80 or less. Maybe, just maybe, CSCO will be discovered as the #1 e-commerce stock ($20 million/day sales), and may gain popular acceptance as an internet stock with PE multiples approaching those of -- dare I say it -- AMZN and EBAY? Not likely by the start of the new year. But am hearing more and more analysts touting CSCO, LU, WCOM, QWST as the for-real Internet plays and they being the better bets compared to likes of AMZN and EBAY. Also CSCO has been recently inducted into the ISDEX group of high flyer Internet stocks. Could we see CSCO's PE rise above its historical high of 80? I think it's possible. Tulvio