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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.47

+1.9%

Nov 3 3:59 PM EST

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To: TigerPaw who wrote (24458)	4/16/1999 5:26:00 PM
From: Zoltan!	Read Replies (3) of 77397

Reducing the LU exposure was predictable, since LU's LT top line growth is optimistically estimated to be @15%. Heck, LU is up on stock split hype and should eventually trade down to substantially lower levels - sooner than not if they have another lackluster quarter like their last one. Judging by Magellan's actions and the downgrades that LU has recently earned, it's clear that the market is in the process of recognizing that LU is not a real growth stock. It is also increasingly clear that Cisco is easily the best-positoned to benefit from the accelerating internet revolution. I noticed that the top performing Janus 20th Century Fund has Cisco among its top 5 holdings and if I recall correctly, its manager is among those who think that Cisco is the best-positioned for the future and for extending its industry leadership. btw, I myself sold a small amount of Cisco (1,000) last week because I expect it to trade as low as 100 in the not too distant future - a small swoon attributable to the usual pratfalls and problems of Cisco's competitors and the spillover effect on Cisco.

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