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Technology Stocks : IDT *(idtc) following this new issue?* -- Ignore unavailable to you. Want to Upgrade?

To: Bill Zeman who wrote (3069)	3/23/1999 11:33:00 PM
From: kennbill	Read Replies (2) \| Respond to of 30916

Your right, basically stupid comments or purposely stupid comments.. or do we believe that these "analysts" never found it worthwhile to upgrade their 2400 baud modems "just to get on the internet"??

To: Bill Zeman who wrote (3069)	3/24/1999 12:12:00 AM
From: Madharry	Respond to of 30916

Having read the article I would only like to add that to say it dropped steadily form 40.5 to 9.5 is misrepresentation. My recollection was that it fell from 13 to 9.5 in about one day and then rebounded back over the span of a week, I also believe there were some drastic drops along the way from 40 to 13. It also seems like $30MM of annual revenues from the internet that are growing over 100% annually should be worth quite a bit in the market- so calling this a negative really makes one question the writer's objectivity. Come to think of it did the writer say anything positive at all about the company? Makes you wonder.

To: Bill Zeman who wrote (3069)	3/24/1999 12:02:00 PM
From: Steve Fancy	Respond to of 30916

(UPDATE) Cisco Still Seeks Acquisitions, Plans To Beef Up Asia Presence Dow Jones Online News, Wednesday, March 24, 1999 at 09:09 HONG KONG -(Dow Jones)- Shrugging off both Asia's currency crisis and the so-called year 2000 computer problem, Cisco Systems Inc. said it will acquire about 10 companies world-wide in the next 18 months and beef up its Asian presence by 40% over the next year. The company declined to elaborate. Of Cisco's 1998 revenue of $8.5 billion, about 59% came from the U.S., about 30% from Europe. Asia contributed about 10%, but that figure is likely to rise, the company said. San Jose, Calif.-based Cisco's (CSCO) equipment - routers, hubs, switches and the software that controls them - are the most popular tools that companies and Internet-service providers use to manage electronic traffic in computer networks. About 85% of the routers used to decipher and direct data traffic on the Internet are made by Cisco. John Chambers, Cisco's chief executive, reiterated a few months back the networking-equipment giant's aggressive expansion strategy. Cisco is being watched more closely than ever because the voice and data-networking industries are rapidly converging. Companies from both sides are racing to develop gear that can handle voice, video and data simultaneously. New rivals in the telecom-equipment sector, like Lucent Technologies Inc. and Alcatel SA, are stockpiling technologies and assets in data networking. Cisco, meanwhile, has been buying businesses that will bolster its offerings for telecom and Internet carriers. Chambers often talks about a revolution in communications where all voice calls are free - small bits of information piggybacking on the denser, higher-value data streaming through upgraded networks. Cisco aims to be the top supplier of gear for those upgraded networks. Copyright (c) 1999 Dow Jones & Company, Inc. All Rights Reserved