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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.08

+0.1%

Nov 7 3:59 PM EST

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To: Howard Bennett who wrote (27975)	8/27/1999 12:59:00 PM
From: Tony Viola	Read Replies (1) of 77397

Hey Howard, I wonder what portfolio manager will be the first to "fall out of love" with it? As long as the analysts, one after the other, continue to say Cisco is the safer way to play the Internet, because the non-safe companies like Amazon have no earnings on the horizon, I don't think any will have the guts to be the first to step up and say that. To me, this will be especially true as long as Cisco continues to gain share against the competition, which I keep hearing they are in a lot of areas. MHO or course. Tony

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