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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.94+1.1%Nov 28 9:30 AM EST

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To: Techplayer who wrote (27503)8/11/1999 5:17:00 PM
From: Eric  Read Replies (2) of 77400
 
briand

Sorry that I didn't get back to you sooner.

I don't like LU's vertical model as has been mentioned earlier. I think the jury is still out on LU executing with their new business model.

Don't get me wrong I think they have a lot of potential going forward it's just that I want to see how they will swallow the recent "big fishes".

To convince me otherwise will take at least a year from now.

Anyway you look at them Cisco and LU will do great. It's just that the majority of my money is on Cisco! <VBG>!

Eric
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