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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 72.10+1.4%Nov 10 3:59 PM EST

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To: Don Pueblo who wrote (26076)5/30/1999 12:08:00 PM
From: Edwarda  Read Replies (1) of 77397
 
I agree with you, TLC. I have been watching CSCO for years and consider it a startlingly well run company. It's a core holding. When the stock gets too pricy, as it did not long ago, I sell some. When it gets hit with seasonal doldrums or the annual nailbiting about networking, I buy.

John Chambers is not arrogant, as anyone who has met him or watched a presentation by him can attest. He is driven and he is a tough competitor and he knows how to use the talent in his company. Not every acquisition has proven out, but none were make or break the company either. And I consider his bringing Judy Estrin on board one of the smartest things he has done lately.
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