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To: voop who wrote (8649)10/22/1999 10:26:00 PM
From: Jean M. Gauthier  Read Replies (1) | Respond to of 54805
 
Everybody might like to see this, a discussion of LEAPs and what they really are, by Uncle Frank...

Message 11681320

and my answer & questions:

Message 11682186

It's impressive as Hell, what a guy <g>. Again, Uncle Frank, Thx so much.............

Take care
Jean



To: voop who wrote (8649)10/23/1999 1:40:00 AM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
>> Please comment on the CSCO rumor

Voop, I'm sure you remember that I am very impressed by Cisco's 4 year plan. The recent rumor that they will not meet this quarter's earnings estimate, even if true, would not affect my decision to buy Cisco in the near future. What it might influence is my cost basis. If it is true, Cisco will get hammered, much as they did last year in the 4th quarter, and I just buy more shares than I had envisioned. I was fortunate enough to buy on the big dip in October of '98, and was able to realize a 189% return in 10 months. Imo, Cisco is a long term keeper.

Frank