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To: Randy Ellingson who wrote (78137)	9/23/1999 2:26:00 PM
From: GST	Read Replies (1) \| Respond to of 164684

Randy <Don't you think the quality of the investment matters here? I.e., with what exactly would they replace an investment in Cisco?> Excellent point -- but everything has a price, and when prices get too far out of line, they come down. Prices are out of line, way out of line and for CISCO, an incredible company with a great future, it will be a rough ride. For the real bubble mania stocks, the ones still going up today on a hope and a prayer, it will be more like an earthquake in a city of flimsy buildings -- they will come down with a thud and bury many investors in the rubble.