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

To: Zoltan! who wrote (24240)	4/8/1999 8:57:00 PM
From: Helios	Read Replies (3) \| Respond to of 77397

Jach's first CSCO post as far as I can tell: mkt matures, much more competitions, products become standardized; maintaining 30+% net margin will be history to csco. LU, NT operates at around 10% net margin; just look at the low end ethernet switch mkt; selling for a dime a dozen and what happen to the ether switch vendors share price- the same scenario will come to the large scale switch and router mkt; it is actually beginning to happen and csco last two qtrs release did hinted this- at 20% margin csco will be at 60$ and at 10% margin csco will be at 30$; now is the time to pocket your profit when almost every analysts said STRONG BUY August 24 1998 when CSCO was 68, split adjusted, it was 103 at the time. HaHaHaHaHaHaHaHa

To: Zoltan! who wrote (24240)	4/9/1999 2:04:00 AM
From: jach	Read Replies (2) \| Respond to of 77397

<I wonder how he thinks he can make up such numbers - "next year's earnings about the same as CSCO " - and expect anyone to take him as anything> not making up but reality; 3COM next yr's estimate about $1.50, CSCO next yr's estimate a little over $1.60. So, they're closed. Are you still zonked out totally that you could not even see the simple numbers. Remember your title that was given some time ago "Zonked Zoltan!" (ZZ!, or the Double Z).