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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.75

-0.5%

Nov 11 3:59 PM EST

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To: Dennis who wrote (33122)	3/29/2000 10:11:00 PM
From: Clare	Read Replies (1) of 77397

Gary, Dennis, interesting perspective, we buy CSCO precisely because it morphs into the company we want it to be at the exact right time. It is never too early and never late. I believe CSCO times just when a market is about to hit tornado stage, and then snaps up the leading startups in that area. So in a sense CSCO rides each tornado, and joins the next one as it's starting. In a sense you can think of Cisco as a late state venture capital company providing professional management, rolling from one tornado to the next (or several at a time). Very exciting!!!

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