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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.87

-0.1%

Jan 9 9:30 AM EST

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To: The Phoenix who wrote (26384)	6/21/1999 11:36:00 AM
From: SecularBull	of 77400

~OT~ Gary, I went from ~90.0% of total assets in DELL in November to ~8.0% at present. Most of my sales were at levels higher than the present, but even those, of course, were on an average cost basis of about $2. During the process of selling DELL, I exercised calls that I had held since the October lows on CSCO, SUNW, WCOM, and LVLT, building those positions into nice-sized holdings. DELL is my #6 holding. I'd be a buyer of more on dips into the high $20s, but don't plan on adding otherwise (on current assumptions). I actually have more in CSCO, than DELL. Yet, I still love the Company. It's just the stock that got carried away. LoD

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