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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.95

+0.3%

Dec 5 3:59 PM EST

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To: lkj who wrote (26197)	6/8/1999 4:06:00 PM
From: Nichols	Read Replies (3) of 77400

Funny- Sold CSCO? thinking of selling LU? I just sold my ORCL this morning!(only had small position) and I am definitely going to pump up my CSCO. CSCO is by far my largest holding (also hold LU). Had it since 1996. I liked it then- I love it now. Where in the world could you find a better story than CSCO? Certainly we are aware that there are no sure things out there. But CSCO still has tremendous growth potential, with, IMHO, little downside risk. I look for 3 things when I purchase a stock. #1- Management, #2-Industry, #3- Position in Industry. Ok- Their leader is the best, they are in an exploding industry and they have a near monopoly in that industry. Enough said?

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