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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.42

+1.9%

Dec 19 9:30 AM EST

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To: PMS Witch who wrote (49112)	2/20/2001 5:42:16 PM
From: Stock Farmer	Read Replies (1) of 77400

PW - overdue response... particularly wanted to acknowledge yours is a mature and well thought out perspective. While our investment philosophies are divergent on some points, there is common ground. Like the view that at a PE of 20 or so CSCO was a good investment. Like the view that the appreciation rates of '99 were not sustainable. With respect to your choice of thread name and thread decorum I will not even attempt to explore differences! <just kidding>. I do find it amusing that neither of us are buying at this time, and neither are selling... but for completely different reasons. John.

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