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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 74.45+1.8%Nov 3 9:30 AM EST
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To: RetiredNow who wrote (22918)2/20/1999 10:52:00 AM
From: Joe Dancy   of 77397
 
Get a load of this from Money magazine. This guy sure likes CSCO:

The new Firsthand Technology Leaders fund, managed by Kevin Landis, has more than half of its assets in five blue-chip stocks-- Cisco, PMC, Sierra, Intel and Texas Instruments. Firsthand rose 77% last year.

Landis is the first to concede the perils of his approach. But he believes that in a field where companies come and go overnight, it makes sense to load up on the obvious winners. He points to Cisco, which is 10% of the fund's assets. "People are more and more geared to connectivity, and Cisco is providing the access gear to provide the cable-modem build out," says Landis. "I don't know exactly what Cisco will be worth in three to five years, but I know it will be in the thick of it."

FWIW, SI's Mark Johnson interviews Landis at audioinvestor.com
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