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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 72.72-2.3%2:12 PM EST
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To: Uncle Frank who wrote (20951)1/19/1999 4:15:00 PM
From: Mr.Fun  Read Replies (2) of 77397
 
We are long but underweighted relative to the S&P. Sold off half of our holdings in July (overweighted at the time), bought in September to bring to even weight and sold off 30% two months ago.
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