CSCO--Aquisition targets? Message Board

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Technology Stocks : CSCO--Aquisition targets?

CSCO 73.99

+0.2%

3:59 PM EST

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To: Andrew Won who wrote (37)	5/15/1996 9:42:00 PM
From: Gary Walker	of 113

Andrew! Say it ain't so!.... Now I've totally lost respect for lawyers! No CSCO? No FORE? For shame! I've played and lost that game of not letting my good picks "run." It could be that you'll get a chance to buy back lower but it's not worth the feeling of "missing your CSCO." The networking stocks have had a good run, a great run, but their earning power is enormous. Here's a couple of reasons this market should continue to run. The flow of money to the mutual funds is staggering and the managers have to invest it somewhere. Look at Magellan fund with all that money in US treasuries. How much pressure does Mr. Vinik feel with such poor performance with his conservative approach during the last five months? Next, the news on the inflation front is terrific. Once this oil surge subsides, inflation will continue to be dosed in moderation. The one caveat is Washington. If the Dems win back the house and senate, you can stick a fork in this market. (You heard it here first). If that happens you'll look like a genius, Andrew, for dumping your stocks. I'll be in DC in a few weeks to get the inside scoop. Good luck!

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