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Technology Stocks : CSCO, COMS, BAY

CSCO 73.11

+0.3%

Oct 31 9:30 AM EST

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To: Harry Landsiedel who wrote (106)	6/18/1996 7:48:00 AM
From: Nathan L.	of 135

Harry, Seems as thought we think alike when it comes to investments. You should go pick up the new July/August issue of Worth magazine. It has a very interesting article titled "Tactics for the Next High Tech Rally" in which both of these companies (INTC & CS) are mentioned favorably. It goes on to say why a tech company's size is so important and calls CS one of "the big four" in the networking industry (others being CSCO, BAY & COMS of course). It then names 3 smaller networking companies that it feels will not be able to compete with the big four due to them not being diverse to offer customers one stop shopping. My favorite part of the article is the summation of Intel. Talk about hitting the nail on the head. Anyway, check it out. You might be able to get it on the internet for free if Worth has a webpage. Most publications do. nate.

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