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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 74.40-1.4%3:59 PM EST

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To: mauser96 who wrote (20828)1/15/1999 12:59:00 PM
From: Kenneth E. Phillipps  Read Replies (1) of 77400
 
I can tell you are a very informed investor in the telecom equipment sector. In my opinion, 1999 will be a great year for the sector and all of the majors - CSCO, LU, NT, TLAB & ADCT - will do very well. NT, TLAB and ADCT are undervalued relative to CSCO & LU who are fully valued. CSCO, LU, NT & TLAB are about to report earnings for the fourth quarter. Those earnings reports will tell us a lot about the direction for 1999.

Good luck in your investing and Thank you for the response.

Ken
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