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Technology Stocks : CSCO, COMS, BAY

CSCO 72.34

-2.9%

Nov 4 3:59 PM EST

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To: John Rieman who wrote (50)	5/23/1996 4:14:00 PM
From: Keith Howells	of 135

John, I think today things changed a lot. With new management at Fidelity Magellan the rumor is that there will be a sell off in bonds and a re-trenching in technology. It seems to me they must do something to increase the return to shareowners to prevent wholesale flight from this fund, so this supposition makes some sort of sense. If this is true, literally billions will flow into the tech area and because CSCO is so strong and a very solid company, it would also seem to make sense to me that they could be one of the companies on the receiving end of this movement of money. It will be interesting to see if this notion catches on, and then if it does, what could happen to the value of this stock. I think that there is a twofold potential here. First, anticipation that the stock will rise because of Fidelity which could drive speculation and an increase in the price. Secondly, a rise that would occur if and when Fidelity buys the stock. It's all supposition by me and a bit of wishful thinking, but who knows. I think the future looks very bright indeed. -Keith-

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