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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 77.51-0.4%11:22 AM EST

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To: American Spirit who wrote (26547)6/23/1999 10:42:00 AM
From: The Phoenix  Read Replies (1) of 77400
 
American Spirit,

For what it's worth I agree with you. If you look at the downside risk on COMS there is a good argument to take a position...which I did a month ago. COMS as a takeover target or simply through restrcuturing and resizing is a solid value play....and like you I agree that there is the "opportunity" for greater returns. The hit it's taking this morning is in part buy on the rumor sell on the news and poor revenue growth. In the end however no one expected COMS to blow out their numbers. I think the retraction is overblown. COMS will be in the high 30's by next earnings report. Still to hope for 80... I could only hope. :)

OG
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