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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 71.41-1.0%11:06 AM EST

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To: RetiredNow who wrote (38350)7/15/2000 4:11:35 AM
From: Uncle Frank  Read Replies (2) of 77397
 
>> how can you say they are not growing their topline fast enough? It grew 48% last quarter!

That's too short a measuring stick for me, meldmind. WSRN identifies csco's 5 yr. growth rate at 50.24% versus 18.82% for nt.

>> A leg in both camps is a good way to hedge your bets.

I shy away from market baskets, mm, preferring to stick to the leader in each sector, which I feel is clearly Cisco in the networking world. I've adopted the theory that diversification can lead to mediocre results, and my objective is to outperform the sector.

uf
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