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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 72.07

+1.4%

10:36 AM EST

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To: DownSouth who wrote (21823)	2/3/1999 11:53:00 AM
From: RetiredNow	Read Replies (1) of 77397

Hey folks, just one more thought for the thread. Cisco is a huge company and it is definitely overvalued right now, but think about the following comparison. Intel was a no-brainer stock for many years because of their dominance in cpus at a time when the PC market was exploding. There was no end in sight to Intel's glory for about 10 years. IMHO, Cisco is near the beginning of the same type of cycle. We are in the first few years of at least a 10 year growth cycle in networking equipment and infrastructure build out. Cisco is the clear leader as Intel was in the PC boom. It sounds absurd right now, but 10 years from now, Cisco's market cap is likely to exceed $500 billion. So my advice is to buy the dips like a madman/madwoman, never sell, never look back. P.S. If you want a shorter term play, go get yourself some RMBS right now. They are beginning to look cheap. I see a 50-100% gain from here to 12/99.

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