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To: Tony Viola who wrote (92917)	11/21/1999 9:20:00 PM
From: Amy J	Read Replies (2) \| Respond to of 186894

OT Hi Tony, RE: "I got a kick out of one of the responses to the person that put this AT%T news on that other thread... It's like, no matter what info you put up on these boards, someone will snap back at you as if you're trying to damage some stock's price!" Tony My thought exactly. You would think, as an investor, the person would want to hear both the good news and the bad news. Speaking about posters, the LU vs. CSCO battles are beginning to really heat up over there on the CSCO thread. We debate here with AMD posters, but we try to get both sides of the issues aired, discuss industry trends, and work together towards clarity, no matter which side we're on. We may disagree on our bets (some bet in AMD, while others bet in INTC), but as investors, we all share a common goal - the need for information and debate (to bring clarity). I saw what happened on the CSCO thread a couple of days ago - the poster's style was hostile. Yet, there might be something there worth digging into and investigating. I just started reducing my CSCO holdings (and have been increasing MSFT & INTC over these last few weeks), mainly because MSFT & INTC have offered great deals for their stocks lately, while CSCO's PE is now a bit high given their recent runup over these last few weeks, but a bit because I haven't investigated Cisco's telco strategy to see if things look better. If you wouldn't mind doing so, would you please PM me with any ideas as to whom you think might be a CSCO poster with the best telco background. Right now, I'm seeing a lot of CSCO posters with a lot of good networking background (i.e. traditional routers on enterprise networks), but not the new telco stuff. I need to assess Cisco's long-term risk by figuring out how they stand relative to LU's strong telco position. Any pointers (by PM) to the best telco poster would be greatly appreciated. Thank you kindly. Regards, Amy J