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

To: Tony Viola who wrote (21118)	1/24/1999 2:51:00 PM
From: Jack Whitley	Respond to of 77397

Jack wrote, >>> you may see a banner ad running from IBM advertising their data switches, sold via their E-Business division.<<< Tony responded <<<Interesting. I stand corrected. Looks like they expanded out from their mainframe connectivity products. I wonder if they are perceived very much at all as a source for network products, however.>>> I doubt at this point they are perceived as a data networker, but I found it interesting that they started splashing that banner ad in the place where I usually see Cisco banners (and still do). It startled me, being an ASND shareholder (soon to be a LU shareholder) because I have been reading musings by others that someone like IBM would be a possibility to come in with a competing bid for ASND before the deal closes in May/June. I thought that was a preposterous idea, but after seeing those banners, now I think I'll lower the chances of it happening from "impossible" to "unlikely" <GG>. jww

To: Tony Viola who wrote (21118)	1/24/1999 5:35:00 PM
From: Ibexx	Respond to of 77397

Tony and thread, From Option Investor Newslettet (01/14/99): "CSCO will gain tremendously from the AT&T/TCI merger since they will build the equipment needed to harness the mass appeal of broadband services. Similarly, in an agreement signed this week, Cisco will provide technology to Daxian Electronics so that Daxian can build cable modems under the Cisco brand to develop cable broadband services in China. China already serves 100 million cable customers, just 10% of the market. Wow! What potential to connect Chinese citizens with local and long distance phone service, Internet, data services, video conferencing, etc. CSCO will earn royalties from the transaction too. Also, a reminder from a Reuters news release, Cisco continues to grow 35% per year while the market grows 15%. CSCO is truly leading the development of the Internet by helping cable and phone companies complete "the last mile", or the distance between the cable in the street an your home. With as volatile a week as we had on NASDAQ, CSCO held up well. It is time we watch for CSCO's earnings run. Plus, the network giant is once again a split candidate. They are due to announce earnings after the close on February 2nd where we expect them to announce a split. It's unusual that they would split so soon after their 3:2 in September. Historically though, CSCO splits in the $80-100 range and they have enough shares authorized to give us another 3:2. Greet price dips as a buying opportunity, confirm market direction and use stops. Day trading CSCO can usually earn you 5-10% on any given trading day (if you pick the right option), but you have to watch it and use limit orders (target shooting works too). If you do, at least be disciplined. READ AT OWN RISK Ibexx