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Technology Stocks : Ascend Communications (ASND)
ASND 212.55+1.2%12:59 PM EST

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To: gbh who wrote (49020)6/18/1998 9:15:00 PM
From: Joseph Colombo  Read Replies (1) of 61433
 
<<How's things at CSCO? Hopefully the quarter is looking good. There has been much speculation of tough times ahead. I'm getting a little wary and may finally sell it after holding for over 4 years. I dread that tax bill, though.>>

gbh,

IMO, Cisco is a core holding. If you have the discipline to hold it for 4 years, then make it 8.

I can't see any reason to give up the leader in an industry that has so much growth in it.

Can you see a time in the next 10+ years when the demand for networking equipment will decrease instead of increase?

Everyone has a bad 3 or 6 month period.

Just my very humble opinion.
Joe
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