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

To: DownSouth who wrote (26572)	6/23/1999 6:24:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

Very well done Downsouth. You get a standing ovation!!! I agree with everything you said... of course it all hinges on whether or not the Fed surprises next week. If they go for 50 basis points the market could turn ugly...perhaps a 15%-20% drop across the board. Of course, given the stability of this security I suspect it will hold up better than most. The upside is that everything goes as planned (as you outlined) and Cisco actually really does surprise us all by beating estimates by .02 cents!!! OG

To: DownSouth who wrote (26572)	6/23/1999 10:08:00 PM
From: Nichols	Read Replies (2) \| Respond to of 77400

Downsouth-I've held CSCO for over 4 yrs now. Been adding to my position periodically. It is, by far, my largest holding. Just recently jumped in on LU (now my 4th largest). My question- Will both CSCO and LU continie to thrive, or is it winner take all? IMVHO, there is plenty of room for both. By the way, IMO,we are in the start of a real nice summer rally (unless the FED REALLY surprises us with a quarter here, a hint there, and another quarter etc... Then all bets are off!