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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 77.95+0.2%Dec 5 9:30 AM EST

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To: carl a. mehr who wrote (35217)5/10/2000 10:41:00 AM
From: lawdog   of 77400
 
carl, as the experienced investor you are, would you take the time to answer a few questions.

1. why aren't you better diversified?
2. Are you planning to diversify out of tech only
3. would you recommend your strategy to others
4. will you diversify outside of equities
5. are you concerned about the big crunch that will hit techs if the NAS doesn't rebound soon
6. what steps have you taken to minimize risk
7. what are the implications of Tiger and Soros closing
8. did you notice any weaknesses in CSCOs report. What are "other assets" and why did they grow at over 120%; why are CSCO A/R's stagnating, why are CSCOs current liabilites increasing at such a rapid rate?
9. What percentage of CSCO vendor financing has been to dot-boms that have going concern issues
10. How will CSCO employees react to a loss of their option incentives
11. What are your thoghts on inflation. How will a high interest rate environment affect CSCO?
12. any concerns about the Euro.
13. Any thoughts on Janus closing 3 funds
14. Any thoughts on technicals of the markets
15. Anyhting else you have considered while performing your thorough and ongoing DD of CSCO.
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