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

To: Jacob Snyder who wrote (26335)	6/17/1999 1:40:00 AM
From: lkj	Read Replies (1) \| Respond to of 77400

OT Jacob, I value your opinions since the days when you were posting on the AMAT thread. I tried to get some ORCL below $25. But it never went there. I don't think that there is a reason to hurry into any single stock. If I don't get a stock at a good price, there are always other good stocks. And if a stock is truely good for the long term, it should still be a good stock after a 20% pop. I like Oracle, but I don't like it THAT much. Cisco for example is a much better company. I simply thought that the Y2K bug has given ORCL enough beating that it might have been a stock that could double in 12 months. But ORCL is just one of many stocks that's beaten down by Y2K. I don't think the worst Y2K fear is here yet. I am hoping to see some Y2K panics in the second half of the year. Until people start down-grading non-Y2K related companies because of Y2K fears, the worst of the fear has not arrived. Just like how semiconductors were beaten down late last year. So extreme that many companies were trading below book value, and some cases below cash value. Once again, I think you for your thoughts. Don't let my not buying ORCL stop you from giving your honest opinions. I am, after all, the person who is responsible for my decisions. Thank you for checking back. Khan