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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.02

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1:23 PM EST

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To: DownSouth who wrote (24105)	4/2/1999 9:43:00 AM
From: Eric L	Read Replies (1) of 77400

DownSouth, Not to worry! <g> Message 8651439 CSCO is (has been) my core holding and it probably will be 5 years from now. The other positions I referenced in my previous post are all long. As for Geoffrey Moore (who I've listened to speak several times), "Crossing the Chasm", "Inside the Tornado", and "The Gorilla Game" are all on the bookshelf to my left. I gather jach does not subscribe to this investing style. Speaking of (new) gorilla's, I once thought SDTI (with RSA ownership) would be one and now am convinced that QCOM could be one. - Eric -

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