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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 72.42

+1.9%

9:48 AM EST

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To: RetiredNow who wrote (24606)	4/24/1999 12:59:00 PM
From: Chris Carlson	Read Replies (3) of 77397

Mindmeld et al. I was wondering if I could solicit some comments on a trade I am considering. I am close to pulling the trigger on a swap of SOME of my CSCO for an equal number of EMC shares. I was waiting for EMC to come down from its recent spike, and here it is. My thinking is that the two companies (and WS) are anticipating similar revenue/earnings growth over the next few years, but I would be paying less for that growth with EMC. I know that both companies are well run and both will do well in the future, but CSCO's valuation causes concern. On the other hand, it could be said that EMC has more formidable competition. I am not asking for any assurances, but differing perspectives. I would keep the majority of my CSCO. Any comments would be welcome. Thanks, Chris

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