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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.04

-0.5%

Dec 31 3:59 PM EST

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To: Judy who wrote (21755)	2/3/1999 10:09:00 AM
From: Thomas Haegin	Read Replies (1) of 77400

I think WCOM is a great cost-cutting/margin improvement/restructuring story. Ebbers is very good at keeping costs low. WCOM also spans the whole product pallette from from voice to data, from local to international/global services. OK, they lack something in wireless in comparison to others, but I can live with that. If Ebbers sees an urgent need to be there, he'll make a deal... He's very good at that and subsequently integrating the combined cos. I'm long WCOM, Thomas

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