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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.32

-0.1%

Jan 30 9:30 AM EST

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To: Zoltan! who wrote (34226)	4/20/2000 9:40:00 AM
From: Techplayer	Read Replies (1) of 77400

Zoltan, LU has been stagnant for me, though I did dump 1/3 in the low 70's. The average price on those was less than 10 bucks, so I would say that the investment worked out. Dumping 8 billion of non growth from 44 billion leaving 36 billion growing at better than 20% will keep LU well ahead. You should keep in mind, as has been discussed in the past, that growing a small number by a greater % is far easier than doing the same with revenue streams the size of LU's. I stand by my statement. Of note also is that the stuff being spun out actually had a negative 2 cents a share impact on this last quarter. I like what the remainder of LU will look like. tp

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