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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.32

-0.1%

Jan 30 9:30 AM EST

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To: Tom Wilkes who wrote (16454)	8/28/1998 3:18:00 PM
From: Eric	Read Replies (1) of 77400

Tom You did good. The market may correct further from here and I have weathered some severe downdrafts with this stock in the past but Cisco is in a much better position to weather the storms going forward than in the past. This industry is still in the fast growth mode. Some people claim that the margins are going down....Heck they have been going down since Day ONE! But at the core the competetion still is not touching Cisco. I see a lot of wannabees but no one has hurt Cisco yet! I'm still waiting for LU and NT to become a "real" threat but it has not happened yet. regards, Eric

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