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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.08

+0.1%

Nov 7 9:30 AM EST

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To: The Phoenix who wrote (18644)	11/1/1998 1:09:00 AM
From: Eric	Read Replies (1) of 77397

Gary, I think COMS is a buy here if you have a long term perspective. Going out about 1 to 2 years I can see a double or triple from here. I have been underwater with 3Com since October of last year and bought it with margin so I've been paying interest on it for slightly over a year. I would have sold and licked my wounds but fundamentally the company is positioned very well going forward and I still like it. I have approximately 5 times more interest in Cisco and have owned it since 93- 94. Cisco is my largest holding and 3Com my smallest. I have had positions in 3Com off and on since 93 and they are much more volatile which makes for a great trading stock Granted 3Com's margins are lower since they have focused on the end user business where margins are much less and competition is greater but I really like their product mix. I strongly feel that Cisco is #1 with 3Com a strong #2 position in networking. The other companies are only in nitch positions and have much greater problems succeeding going forward. I even put LU in that position! JMHO as always! Eric

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