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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 77.44+0.1%12:31 PM EST

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To: Jacob Snyder who wrote (58671)3/26/2002 3:57:53 PM
From: Lizzie Tudor  Read Replies (2) of 77400
 
. Now, I'm very comfortable with CSCO as my second-biggest holding.

Thanks for your thoughts. Would you lighten up on amat or any of the semi's to add to cisco here? (the valuation argument) - I know you are on the amat board.

thx
Lizzie
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