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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.59

+0.3%

Jan 23 9:30 AM EST

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To: craig crawford who wrote (11885)	1/29/1998 12:57:00 PM
From: Matthew	Read Replies (1) of 77400

Hi Craig; My "Mom" said no gloating. So I am here to say I am sorry for being so antagonistic. It is just so tempting to push your buttons some time. As for being a typical "arrogant" and "cocky" employee, I cannot get into to many details on this thread because I am an employee and I do not want to get in trouble with what may be considered confidential information. Even though I have been riding this bull for years, starting with StrataCom almost 5 years ago and have vested stock value in the millions (yes even after gross taxes) I still have hundreds of thousands on the table from follow-on options. I do not even want to come close to risking those golden eggs that have not yet hatched. So... I am left to just the standard cheerleading stuff. To make you feel better I have sold stock also in the past two days. While not short sales, they do support your view that in the near term the stock may be overvalued. However it is also true that I never buy in the open market - I just sell, as I diversify. No matter how good I think CISCO is it is still foolish to have to high a percentage of one's net worth in one stock. Cheers.

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