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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.11

+0.9%

Nov 21 9:30 AM EST

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To: Yaacov who wrote (5061)	4/3/1997 3:35:00 PM
From: Joel Sternberg	of 77400

>Now under such circumstances, like to know how you would divide your eggs? What sector of the market you expect to perform and why you think CSCO will perform in 1997.< I would certainly not put more than 25% in technology. Right now, the only thing I am looking to buy is Cisco and overseas stocks/funds. Like you, I am worried by the market environment, so I am doing more short selling and buying markets that are not highly correlated with the US. I do not pretend to know how Cisco will perform in 1997. This is a stock I wish to hold for a long time, so it is important for me to understand more fully what is going on in the networking biz even if it costs me a few points on the upside.

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