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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.46

-3.7%

3:59 PM EST

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To: Sonki who wrote (12809)	3/6/1998 11:33:00 AM
From: The Phoenix	Read Replies (1) of 77400

Added to my INTC position. I just can't stomach MSFT or DELL at these levels. It's amazing that they keep trending up. INTC has a solid PE and has preannounced poor numbers. I think there's good upside here. MSFT is still in front of DOJ and things could get ugly. Will MSFT do significantly better than the market from here on out? I think so long as DOJ leaves them alone they will, but I don't want to bet on that. DELL. Well, I think the competition understands the distribution template now. Do folks by computers because they are "DELLs"? I think they may indeed buy because they are Intel Inside,...but they buy the least expensive INTEL with xxxMhz processing. Competitors will meet pricing by streamlining the channel. I think DELL's upside is in the trend line from here on. Look for the competitors to catch up with growth rates by 2H 98. Buy CPQ. Gary

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