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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 74.40-1.4%3:59 PM EST
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To: Victor Lazlo who wrote (59472)5/11/2002 1:57:59 PM
From: Jacob Snyder  Read Replies (2) of 77400
 
re: CSCo is yesteryear

I've considered that question carefully, and come to the conclusion that CSCO is still a growth company. IMO, they will grow share in telecom-equip, and, even if that industry doesn't grow very fast, CSCO can reasonably do 20-25%/Y GAAP EPS growth.

I am, and have, invested in many other sectors. Over the last 2 years, I've been in manufactured housing, cruise ships, biotech, generic drugs, and others. Would have bought gold, but I put in my limit order for NEM at 14, a month too late.
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