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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.04-0.3%3:59 PM EST

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To: Jim Lamb who wrote (11673)1/20/1998 10:16:00 PM
From: RetiredNow  Read Replies (1) of 77400
 
Jim,

Intel is going into the networking market on the low end. Although, Cisco sells products on the low end, this is only a small part of the business. In addition, Cisco is a household name among Network Administrators. Cisco is the Rolls Royce of the industry. Intel will be able to erode 3Com's market share, but they can't touch Cisco. The only danger to Cisco over the next several years will come from Lucent. My solution to that threat is to own Lucent and Cisco in equal shares. That's what I've done for the last year and it has paid off. Don't sell those core holdings of yours. They are primo stocks.

Good luck.
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