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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.42

+4.6%

3:59 PM EST

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To: Jacob S. Rosenberg who started this subject	12/19/2000 7:44:57 PM
From: t2	Read Replies (1) of 77398

Abby Cohen of Goldman Sach also seems due to increase her equity weighting of her model portfolio. That could be a spark because she had not raised the equity position, only talked it up. The last time she cut was in March, which lead to a big selloff. Now I would expect her to increase equities as proof of her conviction that the S and P is undervalued.

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