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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.46

-3.7%

Nov 20 3:59 PM EST

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To: Lucretius who wrote (11526)	1/12/1998 4:42:00 PM
From: Marc Schiler	Read Replies (1) of 77400

<What do you think about ERICY here as a short. It has come way down already, but looks to want to go lower. MOT appears that it is not going to please this evening. ERICY could head back to low 20's> I have a similar question about NOK.A, in which I hold a good percentage of my long investment. I recognize that the group will be effected by MOT, but as always, isn't the real question how the members of the group are doing against one another, as well? There will be some communal behavior because they share exposure in the Asian market, but for the long term, wireless communication is a winner, and the question (unlike with CSCO and networking) is who will be the dominant force in the end. Regards, Marc

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