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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 72.91

+2.2%

Oct 30 3:59 PM EDT

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To: Mr.Fun who wrote (21000)	1/21/1999 7:36:00 PM
From: Steve Lee	Read Replies (2) of 77397

>> Remote access was down, but there were significant deferrals this quarter, so look for it to be back big next quarter. I'm having hard time believing what Mory said on everything(he's always big mouth guy, isn't he???) as I remember when he said "no slowdown in sight" back to June of 97 at the time ASND was on the way down to 30s. I trusted him and bought in low 30s, you know what happened afterwards, I rode it all the way down to low 20s. It wasn't pleasant experience. I still believe, this time around, they got caught in the RAC market again. Without LU, only the CSCC side of ATM can't make the whole ASND survived, imho. Your previous posts shows you have a strong bias in favor of ASND and LU over CSCO. Though I still like your insightful information and contribution to our individuals. Keep up the good work. Regards SL

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