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

To: Kenneth E. Phillipps who wrote (19990)	12/21/1998 8:37:00 AM
From: Scott Kleinhans	Respond to of 77400

Pre market Bid 94.

To: Kenneth E. Phillipps who wrote (19990)	12/21/1998 8:41:00 AM
From: Scott Kleinhans	Respond to of 77400

The Day Ahead: Stocks to Watch zdii.com Cisco Systems Inc. (Nasdaq: CSCO) Sort of a case of the rich getting richer and the poor looking a lot like competitor Cabletron Systems. On Friday, Cisco soared up 5 9/16 to yet another 52-week high of 90 7/16. This stock's performance in the past year has been staggering and there's no reason to believe it won't continue through 1999. Cisco keeps raising the bar in the network equipment industry and, so far, no one else has been able to keep pace in terms of sales, profits or shareholder return. First Call consensus expects Cisco to earn 36 cents a share in its first quarter and $1.47 a share in the fiscal year. All 30 analysts following the stock maintain either a "buy" or "strong buy" recommendation.

To: Kenneth E. Phillipps who wrote (19990)	12/21/1998 8:46:00 AM
From: Frank A. Coluccio	Respond to of 77400

Ken, I would suspect that the "breadth" of NT's offerings exceeds that of CSCO's as a measure of different types of traditional markets served, given their foundation in traditional telecoms, and now their acquisition of BayNetworks. And the inclusion of DWDM serves to enhance NT's already in place SONET and other fiber based platforms. These two acquisitions of Bay IP and Cambrian DWDM probably puts them over the top with LU as well, considering that LU still lacks a robust entrenchment of any form of IP solution. However, once we escape the trap of "number of market segments currently addressed," it would be foolhardy, I think, for anyone to suggest that CSCO lags behind, by any serious margin, where next gen replacements for all of the above are concerned. In this respect, it will be a tighter race, IMO, between CSCO and the other three or four, including a trailing-but-still-in-there, ASND. FWIW, Frank C.