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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: JRI who wrote (29514)	11/22/1999 5:26:00 PM
From: Zoltan!	Respond to of 77400

>>I am (happily) surprised by the strength of the rally the last 3 weeks..including, of course, Cisco..... from CNBC: ....LMI Research did some seasonality studies, and this stock, autozone, is one of the top 10-performing stocks for the month of November. Cisco is number one... my.tveyes.com

To: JRI who wrote (29514)	11/22/1999 7:54:00 PM
From: Mr.Fun	Respond to of 77400

JRI, I still believe CSCO will pull back as we approach Jan (although I think earnings will be fine. We'll probably take some profits - rather do it in Jan than Dec, but may have to do it in Dec. I expect to buy back in late Jan. Since my essentially conservative soul does not expect any further multiple expansion, my expectations are for about 30% appreciation in 2000 and I'll be happy with that. I do think I can get some extra juice by lightening up for a month or so, but not everyone thinks so.