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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.16

+0.2%

Dec 26 9:30 AM EST

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To: JP who wrote (20529)	1/10/1999 7:44:00 AM
From: Hepps	Read Replies (2) of 77400

.<< I am in almost total agreement with you but just to much of a value investor to jump in at this level. I think I'll be patient as sometime this year we are sure to run into volatility in the market. If CSCO gets hits substantially then I will make an investment.>> The trick is to run against the herd..... I got mine in October when everyone (almost) in the world was crying blood in the streets!!! And some Moron here (he will go unnamed) was posting anything negative that he could get his hands on. Well, I'm up 65 points since then. Make no mistake, tulip stocks are going to burst....( how can you pay this kind of money for amazon when they won't make money for several years,) I don't think that anyone can predict the dynamics of the internet that far into the future. But the time AMZN gets their act together,the Paradigm could have changed entirely. All that needs to happen is for someone to design a search engine that finds exact products, ie, you put in the title of a book and it gives you three different prices and ship dates for three web sites, without encountering the Advertising that's suposed to make the money. Then AMZN is no longer some megamall portal. Well, it's just a matter of time, And there will be a negative reaction across the board. But the internet won't go away, and CSCO is the rule maker in this area. and unlike what happened to Barns and Noble, nobody is going to have some flash of brilliance and start a router company in his garage with a 100 thousand dollars..... I sleep better with CSCO... IMO

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