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Subject:  Cisco - Rule Maker AND Breaker? Date:  4/30/1999  11:12 PM
Author:  jkeenan Number:  134 of 265

I just started reading the new MF book. After reading the Gardner boys first test for a rule breaker --- Top dog, first comer in an important and emerging industry (sorry if that's not verbatim as I am writing this out post off the top of my head). In any case, I believe CSCO (obviously a rule maker in data networking)should also be considered a RB.

The important and emerging industry? Voice over IP (CEO John Chambers is talking about revolutionizing the "telephone" industry).
First comer? Yes
Top Dog? TBD (beween CSCO and LU -- I give the nod to CSCO since it knows data networking.)

Thus, I would consider CSCO a very attractive RB, as it has already demonstrated its ability to become a RM.

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