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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.87

-0.1%

Jan 9 9:30 AM EST

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To: Dennis who wrote (19462)	11/21/1998 12:36:00 PM
From: Scott Kessler	Read Replies (1) of 77400

Been a CSCO s/h since 1994 & have seen the co. continue to defy the skeptics. I'm an avid follower of networking & telecom equip. stocks, & found this past wk.'s action quite interesting. The networkers did quite well w/ big boys CSCO & ASND closing @ highs & INTC shopping spree rumors lifting FORE, NN, etc. & CIEN closing strongly. However, the telecom equip. stocks were somewhat flat in a strong tech sector. Believe LU & TLAB were actually down (don't quote me) & rumors are circulating that LU may preannounce its Q4. Based upon this info & some recent networking wins (ASND in China), could it be that the networkers are starting to make some serious in-roads into the land of telecom, while the telecom guys are failing to make successful pushes into networking? Jim Jubak of moneycentral.com recently did a piece on CSCO which speaks to this. I own TLAB & believe it will continue to move higher b/c of its attractive valuation & stable of new products, but perhaps the networking/telecom equip. divergence is signaling something. Golly, even MOT had a strong wk. Is this wireline weakness for real or just a product of LU rumors? Hmmm... I'm not adding to my TLAB position just yet, b/c I'm downright cautious.

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