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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 77.08+4.2%3:19 PM EST

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To: jach who wrote (23664)3/15/1999 12:11:00 AM
From: Brian Malloy  Read Replies (2) of 77398
 
The key may be not to buy companies like ORCL and CPQ that over the past two years seem to have the same recurring problems and excuses.

You are a good investor, you can beat the S&P. As for QQQ if you own MSFT, DELL, CSCO and INTC you have 45% of what comprises QQQ. Pick WCOM and a couple others that should outperform and don't get ORCL and CPQ and you will beat the QQQ as well.

Just a thought
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