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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.82+1.8%2:28 PM EST

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To: The Phoenix who wrote (12790)3/3/1998 8:01:00 PM
From: Sonki  Read Replies (3) of 77400
 
Gary, Thanks for such detailed work. if csco tanks in July, i will
be very happy to load up 2001 leap. new leaps comeout in june/july.

Would you put new money in LU? Just got down graded and it seems like
this might be a good time to buy LU? though I don't quite know how to
evaluate it. PE is 153? LU also has several fabs and they are like
a design house as well, and wonder if it got downgraded due to semi?

I can not buy CSCO - overloaded in my portfolio
(my last purchase was at 30 something) .

Any idea for new money? everything I like, I already have
too much of it.
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