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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.11+0.9%Nov 21 9:30 AM EST

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To: Steve Goldstein who wrote (12828)3/7/1998 4:33:00 PM
From: Glenn D. Rudolph  Read Replies (2) of 77400
 
You down on CSCO now? If so, why?

I do not have a position in CSCO at present. I would not say I am down on CSCO. I do have a concern that CSCO's largest margin product, large routers, will not be in as much demand within the next year. That could squeeze margins but CSCO has always come up with something to replace a product in the past.

Glenn
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