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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.80

-0.5%

3:59 PM EST

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To: Chris Carlson who wrote (24615)	4/25/1999 2:13:00 PM
From: Tony Viola	Read Replies (1) of 77400

Chris, mindmeld. Of course, EMC is not a cheap alternative to Cisco. It has things like the second biggest runup in stock price in the 90's...to Dell, PE in the 60's. However, it's valuation is IMO as deserved as any high flier's. Dominance in their field with the best products and pulling away from even IBM, CEO that ranks with Chambers, their product, storage probably is the least major IT product to be affected by Y2K, and growing faster than CPUs for quite a while now, are things they have going for them. EMC and Cisco...two good ones to have. Tony

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