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To: Robert Rose who wrote (75926)	8/31/1999 12:23:00 PM
From: Lizzie Tudor	Respond to of 164684

Thanks Robert, especially that dot stuff. I've just started to watch the indices. I see you are bullish on the comm infrastructure stocks as I am. I think cisco will see 100 during the dec/jan effect. Wireless is interesting because as far as I know cisco is not a mobile player (LU is). So maybe it means there is a chance for somebody in wireless to become a big company... I guess the street thinks its QCOM. Theres another IPO called "foundry" or something like that that should be good.