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

To: Tony Viola who wrote (26734)	7/1/1999 12:38:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

When was the last time you bought based upon a investment companies top ten list..??? I can't argue the point on companies like KLAC since new fab requirements will certainly help these companies. However IMO Lehman is jumping the gun on INTC... processor sales will continue to be very soft until the begining of 2000 due to y2k (I now how stupid this sounds but many "regular folks" won't buy because of it). Intel's business is very processor centric and RAM prices aren't going up anytime soon. On the other hand note the other companies mentioned. AOL, MSFT, T...for companies like these to do well that will mean more customers? More services delivered? It's got to be one of the two... well ...how will they succeed if they don't deploy the infrastructure to make it happen? Underlying the success of the techs..in almost every way is communications companies. For Lehman to overlook LU, CSCO, NT, etc.. is a gross oversight...again IMO. A 50% gain over 12 months for INTC... ??? Maybe... I think it's do-able. I see LU and CSCO doubling over that same period. As for MSFT..at nearly $500B I suspect a doubling is quite questionable. They are the ceiling... OG

To: Tony Viola who wrote (26734)	7/1/1999 2:39:00 PM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 77400

Hi Tony, First I will preface my comments with "I don't follow the semi sector that closely". However, from the other side of the table I have seen the exact opposite of what you are saying about inventories being worked down to zero. What I have seen is that most manufacturers are stockpiling semiconductors as insurance to potential interruptions of availability due to Y2K issues. My sample set is not really statistically valid, but it certainly doesn't challenge my views of what to expect. Have you heard anything to this effect? or am I talking to a biased population? JXM Maybe you don't follow the semiconductor group, but they are embarking on a three or four year boom, largely because inventories have been worked down to zero, and demand for chips from all quarters, including networkers, is exploding.