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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 81.16-2.4%Feb 4 3:59 PM EST

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To: Mike Mitchell who wrote (9741)10/22/1997 1:25:00 PM
From: Tom  Read Replies (1) of 77400
 
I loved your post Mike.............I am a individual investor who has short term traded CSCO for years. this is a great company, and I believe they have become stronger on all levels, including investor sentiment, but the company is not the rocket-stock that it has been, and I think this frustrates many people. When over 700 mutual funds have you in their top 10 the nimble days of gapping up (or down) with every earnings report are over. IMHO the stock is still a strong buy, and will continue to trend higher.........much higher. I also believe that the real strenghts of CSCO vs their competitors will begin to play out in the next 6-12 months, as the full range of end to end comes into clearer focus at many companies. many of CSCO's competeitors will have to admit what many of us feel we already know.............they really can't deliver in size, and capability like CSCO has and will continue to.

Good Trading

Tom Conwell
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