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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.07

-1.4%

Nov 6 3:59 PM EST

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To: Peter Greenhill who wrote (20576)	1/10/1999 12:48:00 PM
From: Ibexx	Read Replies (1) of 77397

Hi Peter, Thanks for your confidence in seeking my investment opinion. However, It'd be difficult to offer meaning suggestions without knowing the rest of your portfolio and the business profile of Pacific Internet. There is absolutely nothing wrong with taking profit with your winners, but you could also consider writing calls against your CSCO shares with the intention of (a) getting more for your shares than the current bidding level; or, (b) keeping the rich premium ($10 1/2)if the shares are not called. The July 110c are going for $17. With regards to PI, is it an internet portal, search engine company or is it involved in e-commerce? The internet game, IMO, has evolved like this: Stage I: browser game--NSCP $ MSFT. Major themes have been played out. Stage II; portal game--internet access--becoming commodity in nature Stage III: e-commerce game--getting highly competitive AOL's recent acquisition of NSCP seems to represent an aggressive attempt to change from Stage II to III. The merit of an "internet company", IMO, should be evaluated in this large context. Regards, Ibexx

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