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Technology Stocks : CSCO, COMS, BAY

CSCO 74.45

+1.8%

Nov 3 9:30 AM EST

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To: Richard Rutenberg who wrote (63)	5/29/1996 6:12:00 PM
From: David M.	of 135

I think we should thank short-sighted investors for causing 10-15% corrections in great stocks like csco. CsCO is just an unstoppable company co. at this point. people can speculate all they want about where the stock price will be 1-3 mos. out. the real issue is where the stock is going to be in two years. Their revenue growth has accelerated over the last 3 quarters to 19% and if you break down their biz lines the growth is liekly more like 24% q/q going forward. This is am azing gsequentialrowth if afor a company this size.ny one is interested in getting a private thread going on this stock e-mail me at dmac3@ix.netcom.com I have done some pretty extensive analysis in to the co.

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