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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: larry who wrote (15310)	7/24/1998 2:57:00 PM
From: The Phoenix	Read Replies (2) of 77400

I agree with CSCO and LU...not too sure about AOL and certainly DELL I'm not high on. DELL remember is not a technology company. Their a distribution house - a model which can be copied with a little bit of pain by CPQ, Gateway, IBM, and other if they so choose. I'm not too sure DELL's growth rates continue. AOL, a bit pricey for a company that doesn't make any money. I suspect AOL will eventually need to get bought by an MSO or RBOC...alone they can not succeed IMHO. Without a doubt it's the networkers that will do well going forward. Good luck with DELL and AOL... ;) Gary

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