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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 (26735)	7/1/1999 1:18:00 PM
From: Tony Viola	Read Replies (3) of 77400

Gary, "When was the last time you bought based upon a investment companies top ten list..???" I prefaced the Lehman Bros. thing with FWIW, if you didn't catch it. Intel's business is very processor centric and RAM prices aren't going up anytime soon. If you're saying Intel is in the RAM business, they haven't been since 1986. 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... We shall see. Everytime Intel has been "counted out", which has not been often, they've come roaring back. They do go sideways a while sometimes, but then it's always been followed by up. The other thing is what CSCO holders never want to hear about, Intel has a low PE. Again, I definitely like Cisco too. Tony

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