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Technology Stocks : CSCO, COMS, BAY
CSCO 76.04-1.3%Jan 2 9:30 AM EST

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To: Nathan L. who wrote (92)6/10/1996 6:18:00 PM
From: jim bender   of 135
 
CS is a good company. Their P/E is low and EPS is good. But it is
ONLY a hub company. They have very little presence in switching,
router, network atapter (NIC) and WAN marketplace. They just bought
some small companies to get into this market.

CSCO is good. They normaly split at $80. Hence we have to wait till
their EPS is atleast $0.50/Qr or $2/year (with current forward P/E
of 37). With STRM purchase their earings per share will diluted
for 1997. I don't know what will be their EPS for 1997. They may
get higher P/E for 1997.

I do hold CSCO....I wish they split soon.
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