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

To: Tony Viola who wrote (23825)	3/21/1999 1:07:00 PM
From: MileHigh	Respond to of 77397

OTOT Tony, Great point and one I have thought about as well. As you know, I have my concerns on RMBS, but not a bear, just cautious. I did talk to a guy at HP who designs their super computers and he thinks everyone will use RMBS RDRAM. He also went on to say though that the RMBS investor will need to know "when to get out right before the new and improved DRAM system comes along". He seems to think the RDRAM systems will not last forever as their is always on-going DRAM improvements and breakthroughs, as you know better than I. Also, I have posted my "backlash theory" on the RMBS thread. That is, IF RMBS becomes that successful, then many, if not all the DRAM manu's will become bitter about the royalties (like they are not already) and will go out of there way to shake down the "RMBS dominated DRAM world". May sound silly, but I think it is an issue. MSFT is sort of in this boat. They dominate the OS platform and many would love to see it broken, i.e., Linux, i.e., can you say FREE? <gg> Regards, MileHigh

To: Tony Viola who wrote (23825)	3/21/1999 2:39:00 PM
From: Sonki	Read Replies (1) \| Respond to of 77397

hi tony, u r in csco? CISCO SYSTEMS expects 50% revenue growth from its Asian operations year-on-year, Bill Nuti, president of Cisco's greater Asia operations said on Friday. "Cisco Systems in Asia is growing 50 percent year over year, which is astounding given the economic crisis," Nuti told a news conference. Cisco's financial year ends in July, 1999. In the fiscal year ended July 25, 1998, Cisco reported revenues of US$8.46 bln, up 31% versus the previous year. Net income was at $1.88 bln compared to $1.41 bln previously. Nuti said that Asia, including Japan, comprised about 10% of the group's revenue. Asked how much Cisco would invest in Asia over the next 12 months, he said: "You are looking at $35 to $40 mln in investments."