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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 75.59-0.6%Jan 5 3:59 PM EST
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To: Peter Greenhill who wrote (20576)1/10/1999 5:13:00 PM
From: Eric   of 77400
 
Peter

I face pretty much the same dilemma as you do. I'm up as of today 1730% from my purchases in 1993-94. I had traded the stock before then and made some pretty good money short term. But after the stock had gotten away from me on one trade I finally wised up and took the long position in the stock when it finally dawned on me just how Cisco was commanding the Internet hardware and software infrastructure.

To say that I'm happy that I found Cisco is an understatement! Am I in love with the stock, yes. Does that violate my rules for investing, yes!

Every week I re-analize Cisco's competitive position and in the last year have become more bullish on them vs LU,COMS,NT, ASND and a few others.

Cisco's dominance of market share is simply awesome! As long as they continue to execute well I will stay long. Obviously we are a little bit extended here but we are still in a bull market.

IMHO even if the market tanks (Cisco will go down!) this stock still has a very compelling story going forward.

I have looked at thousands of stocks over the years and none has performed better for me. If you find a good winner let it ride unless the story changes. All that being said it won't last forever. However looking forward for 5 to 10 years I feel very comfortable that Cisco will continue to lead.

As I have said many times in the past. If you need to use the money in the next 6 months sell, if you don't just enjoy the ride! JMHO of course.

Eric
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