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Technology Stocks : Intel Corporation (INTC)
INTC 47.14-6.1%Feb 10 3:59 PM EST

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To: Ibexx who wrote (23344)5/30/1997 4:59:00 PM
From: damniseedemons   of 186894
 
Actually Ibexx, Cisco currently accounts for about 45% (yes, 45%!) of the assets in the portfolios I manage (6 of them). Clearly, I turned extremely bullish on the stock a short while ago....

You are very mistaken about what I allegedly said. What I really did say, was that Cisco would be "dead money until around late May or June." But as usual, I continually modify my beliefs and "change my mind," as you have been witness to so often. I began purchasing Cisco a few weeks ago, primarily in the upper 40s and low-mid 50s (and yes, I posted this at the Cisco thread). Even more recently, I bought some in the low 60s.

Good luck,
Sal

P.S. My message was addressed to "All." I simply replied to the last post on the thread (which coincidentally was yours at the time).
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