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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Nichols who wrote (26203)	6/8/1999 4:15:00 PM
From: Eric	Respond to of 77400

allen Well said! There are very few companies of this caliper and I can count them on one hand. Eric

To: Nichols who wrote (26203)	6/8/1999 4:18:00 PM
From: Doughboy	Read Replies (3) \| Respond to of 77400

IMO, you're making a classic mistake, selling the stock that has been beaten down and buying the stock that is near its all-time high. Cisco has by far the greater downside risk than Oracle, especially going into dicey interest rate waters. If Oracle misses earnings (again), it'll lose 5-10%. If Cisco misses earnings, it'll lose 25-30% and will be in the doghouse for a couple of quarters (take a look at Dell if you need an example of what happens to an investment that people think "can't miss." ) I've no axe to grind with Cisco (Cisco is my top holding; Oracle is a distant 2d.), but the truth is that Cisco will have to tread water here in the 100-125 range for quite a while until its earnings can catch up with its P/E. IMO, you just increased your overall risk without increasing your return. Doughboy.