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

To: mauser96 who wrote (20828)	1/15/1999 12:59:00 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 77400

I can tell you are a very informed investor in the telecom equipment sector. In my opinion, 1999 will be a great year for the sector and all of the majors - CSCO, LU, NT, TLAB & ADCT - will do very well. NT, TLAB and ADCT are undervalued relative to CSCO & LU who are fully valued. CSCO, LU, NT & TLAB are about to report earnings for the fourth quarter. Those earnings reports will tell us a lot about the direction for 1999. Good luck in your investing and Thank you for the response. Ken

To: mauser96 who wrote (20828)	1/15/1999 5:39:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 77400

Does anyone know how the LU sales force is structured and motivated. It seems to me, only because I know a bit about the CSCO sales model, that LU will lose the battle even with superior technology unless it has a sales model that can beat the CSCO sales force in the street. I don't think they can beat CSCO in the street. The CSCO sales force is what is feeding the cash eating, profit belching CSCO beast. Can anyone describe the LU sales model? Anyone?