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

To: Mehitabel who wrote (26089)	6/1/1999 12:30:00 PM
From: Freeflight	Read Replies (2) \| Respond to of 77400

Cisco "customer care and billing" Portal pre IPO investment is most valuable in terms of supply and demand nitche in the market. Portal Software's IPO last month and Kenan Systems buyout by Lucent along with huge success at AMDOCS, Saville and some Bellcore and CAP Gemini stuff makes customer care billing a HOT HOT segment to be in. Not as many competitors and more new IP based ISP services and Enterprise VPN services to shake a stick at, but these new services are of no use if one can not bill for and track usage of them by the users. Good move by Cisco should help VPN generation 2 strategy. best of luck investing all. Still better leverage investing in firms thriving in the Cisco ecosystem rather than cisco itself however. much more upside, with more risk of course.