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

To: Kenneth E. Phillipps who wrote (23199)	3/1/1999 12:48:00 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77398

Qrt Ending 1/99 10/98 7/98 4/98 Avg. Net Margins 21.4% 20.0% 20.6% 3.0% 16.3% Qrt Ending 1/98 10/97 7/97 4/97 Avg. Net Margins 22.7% 18.0% 8.6% 23.0% 18.1%

To: Kenneth E. Phillipps who wrote (23199)	3/1/1999 12:52:00 PM
From: RetiredNow	Read Replies (2) \| Respond to of 77398

Could this be why most people don't compare IBM, HP and SUN to Cisco? RESEARCH ALERT - Lehman cuts IBM, HP, SUN EPS view NEW YORK, March 1 (Reuters) - Lehman Brothers on Monday said analyst George Elling cut estimates for leading enterprise hardware makers Sun Microsystems Inc. (Nasdaq:SUNW - news), Hewlett-Packard Co. (NYSE:HWP - news) and International Business Machines Corp. (NYSE:IBM - news). -- Elling, citing comments from sales professionals, indicated that December 1999 quarter sales could be lower than initially expected due to the Year 2000 bug. -- maintained his ratings of buy on Sun, buy on HP, and outperform on IBM. -- cuts full year outlook on each company by $0.05 a share. -- lowered Sun fiscal 2000 earnings per share estimate to $3.25 from $3.30. Cut HP fiscal 2000 view to $3.80 from $3.85, and dropped IBM to $7.35 from $7.40. Shares of IBM fell 3-3/4 to 166-1/4 in morning trading. Share prices for Sun fell 1-6/16 to 95-15/16. Shares of IBM fell 1-7/16 to 65.