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Technology Stocks Cisco Systems, Inc. (CSCO)

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To: puborectalis who wrote (23984)	3/28/1999 10:40:00 AM
From: elmatador	of 77397

Good long term strategy. I see here Cisco going to compete with Germany's SAP. It is the services, not the boxes gentlemen!

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To: Techplayer who wrote (23976)	3/28/1999 10:42:00 AM
From: The Phoenix	of 77397

Rather than get into gory details FORE's fundamental blunder was betting on ATM in the campus environment. Merril is correct that this part of FORE's business is in trouble. About a year ago FORE began repositioning the company as a player in the WAN and although they still have a long way to go they do understand (I think) what it takes. That notwithstanding, they have the underlying technology and expertise to create these kinds of products for any suitor. Finally, as you pointed out, Berkeley is very significant in that is will challenge in both performance and cost traditional expectations in routing technology. Berkeley alone is worth $2B in my estimation. Now, FORE has acquired Euristix - a company which is very good with protocols and background in things like Q.sig, and SS7. It's questionable how much value this will have for an Ericsson or a Nokia since these boys already are experts on this stuff.. but it could add some small amount of value. Anyway, that's my thinking....anyone else care to add. I will say this Brian,...the very comments that Merril made only add more credibility to a buyout. Let's face it, FORE aint going to make it on thier own. SO, the best thing for the employees and for shareholders is to look for the best deal NOW... Time, she is a wasting. ;) OG

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To: Zoltan! who wrote (23983)	3/28/1999 10:43:00 AM
From: elmatador	of 77397

Have doubts about this statement. I think Ericsson likes Qualcomm's inroads in Brazil. ERICY wants to sell more 'old world' stuff there.

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To: dreydoc who wrote (23985)	3/28/1999 11:55:00 AM
From: MMW	of 77397

" I understand that CSCO is looking at reporting 41% growth this quarter. Should make for some fun." I would be delighted to have that if it is proved to be true. Since the quarter will be end at the end of April, it is hard to verify what you suggested. Let us don't be carried away with something can not be proven until the quarterly report. From long term perspective, CSCO is money making machine. I would be very happy if it keeps growing with 20-40% increasing annual rate. Cheers! Mike

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To: 16yearcycle who wrote (23981)	3/28/1999 12:08:00 PM
From: Curtis E. Bemis	of 77397

Quarter closings and Announcements-- All you have to do is read what is available to you-- So, I read it for you. This is like the Energizer Bunny. Look at the Quarter closing date for 3Q99--See, it is 5/1/99. About two weeks later (plus-minus a couple of days)-->Announcement. OK?? Quarter Close Announce 1Q97 10/26/96 11/6/96 2Q97 1/25/97 2/4/97 3Q97 4/26/97 5/6/97 4Q97 7/26/97 8/5/97 1Q98 10/25/97 11/4/97 2Q98 1/24/98 2/3/98 3Q98 4/25/98 5/5/98 4Q98 7/25/98 8/4/98 1Q99 10/24/98 11/4/98 2Q99 1/23/99 2/2/99 3Q99 5/1/99 5/11/99 4Q99 7/31/99 ?

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To: The Phoenix who wrote (23987)	3/28/1999 12:16:00 PM
From: jach	of 77397

ATM in the campus will still be used for certain applications and businesses; the ability to marry with GBit, having ACTUAL traffic control end-to-end, and at the same time providing value-add applications-aware networking will be key differentiators going forward. FORE is very aware of this and it's going in the right direction, in fact, imo, they've the products today. Why would Microsoft bets its large campus network on FORE, simple, FORE is the best when companies want tight control over their network. FORE at this price is still a big bargain, unfortunatley naive and extremely un-intelligent half-brain out-of-lunch people such as the Zonkers do not see it. And, btw, it's still pretty early, the Zonker probably is throwing out that look like over-ripen-maggot-infested stuffs from over zonking. Sad.

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To: MMW who wrote (23989)	3/28/1999 1:28:00 PM
From: dreydoc	of 77397

>>Let us don't be carried away with something can not be proven until the quarterly report. From long term perspective, CSCO is money making machine. I would be very happy if it keeps growing with 20-40% increasing annual rate.<< Any forecast has uncertainty, sure. I merely asked the Service Provider channel if they thought they could hit 30-35% this quarter and they said 41% firm. Must be in the pipe already, or maybe's it spring fever, who knows...not intending to validate, just sharing good indicator 'tsall. Sounded like marketshare to me, we'll see. Long CSCO

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To: Zoltan! who wrote (23983)	3/28/1999 1:55:00 PM
From: Techplayer	of 77397

Zoltan, That makes much more sense for a big time entrance into wireless. Brian

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To: The Phoenix who wrote (23987)	3/28/1999 2:18:00 PM
From: Techplayer	of 77397

Gary, Thanks for your insight. I do agree that there is no question that FORE should put itself on the block to anyone that has the potential to help grow the company and knows how to make the internal technology into next gen product. I just wonder what price a company will pay for longer term dividends, slowing legacy products and likely a longer period before the purchase can possible be accretive to earnings. There is much more of a gamble here than even some of the start-ups available simply because of the difference in cost. I have not looked at the market cap of FORE. what price for the company makes sense to you and what kind of upside does this represent? Thanks again. Brian

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To: 16yearcycle who wrote (23981)	3/28/1999 9:01:00 PM
From: Uncle Frank	of 77397

Eugene, I think Cisco uses a 13 week fiscal quarter rather than three calendar months. This results in ending dates that don't always coincide with month's end, and has given the appearance that they report just a few days after month's end. I checked into this last quarter, but I can't remember where I found the data. You are one smart investor to have held csco for over 6 years. Frank

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