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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.57

-0.4%

10:33 AM EST

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To: Tony Viola who wrote (26734)	7/1/1999 12:38:00 PM
From: The Phoenix	Read Replies (1) of 77400

When was the last time you bought based upon a investment companies top ten list..??? I can't argue the point on companies like KLAC since new fab requirements will certainly help these companies. However IMO Lehman is jumping the gun on INTC... processor sales will continue to be very soft until the begining of 2000 due to y2k (I now how stupid this sounds but many "regular folks" won't buy because of it). Intel's business is very processor centric and RAM prices aren't going up anytime soon. On the other hand note the other companies mentioned. AOL, MSFT, T...for companies like these to do well that will mean more customers? More services delivered? It's got to be one of the two... well ...how will they succeed if they don't deploy the infrastructure to make it happen? Underlying the success of the techs..in almost every way is communications companies. For Lehman to overlook LU, CSCO, NT, etc.. is a gross oversight...again IMO. A 50% gain over 12 months for INTC... ??? Maybe... I think it's do-able. I see LU and CSCO doubling over that same period. As for MSFT..at nearly $500B I suspect a doubling is quite questionable. They are the ceiling... OG

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