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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 84.82+3.0%Feb 6 9:30 AM EST
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To: jach who wrote (22550)2/13/1999 11:34:00 AM
From: lin huan chen  Read Replies (2) of 77400
 
Excerpt from Barron's
First, he stays miles away from any company that lacks a defensible competitive advantage. That's why he hasn't put any Internet stocks into Core Equity's $225 million portfolio. He argues that online customers are supremely price-conscious. "If I can get a book for $5 less at Barnes & Noble's Website than I can at Amazon, I'm going to Barnes & Noble," he maintains.

Now I understand LindyBill's point.
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