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To: Glenn D. Rudolph who wrote (72948)	8/10/1999 2:02:00 PM
From: GST	Read Replies (1) \| Respond to of 164684

Glenn -- I can't seem to stops myself from buying CSCO calls. I think very highly of this stock.

To: Glenn D. Rudolph who wrote (72948)	8/10/1999 2:24:00 PM
From: dbblg	Read Replies (2) \| Respond to of 164684

OT Hi Glenn, haven't had much time for SI this week, but wanted to mention that I got stopped out of the rest of my CMTN today (when it broke through Thursday's lows). Somewhat to my surprise, QCOM and JNPR are holding up pretty well. I am a little nervous that Cisco will do some sabre-rattling vis a vis JNPR tonight so I'm not adding any more, though the relative strength is tempting me. I also think GST is too bearish about the market in general, but I'm content to wait in (mostly) cash and see what happens. I'm a little surprised there hasn't been more forced selling in the inets. Either inet holders aren't as leveraged as conventional wisdom indicates, or they've entered the deer-frozen-in-headlights phase. cheers.