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

To: Jay Fischer who wrote (24390)	4/14/1999 11:51:00 AM
From: Big Blue	Respond to of 77397

CSCO may have paid a significant price for a Strategic Asset, GEOTel for $2 bil, However, examining what IBM paid for Lotus and Tivoli, over the past few years, is the investment sound? Yes, Tivoli and Lotus Sales both Skyrocketed moving Lotus into contention for the number one email system, and number one groupware application product. In addition, Tivoli's sales increased from the 10's of millions to Billions becoming the leading system management company by far. In addition to what I hear about significant OEM hardware sales growth this quarter, and the fact that CSCO is expanding their workforce by 20,000 employees, this is an updated figure from my previous information, which I prefered to error on the side of conservatism. I expect CSCO to be a near $15Billion company by the end of this year. I agree with the post this is attached to, CSCO will see 130 by next week or shortly after earnings, and split info from the following Monday April 26. All IMO <G>