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

To: Zoltan! who wrote (29778)	12/1/1999 9:14:00 AM
From: Mighty Mizzou	Respond to of 77400

Note to envious LUnatics: The ONLY thing were envious of is your $13 billion cash flow from ripping off sheep with second generation router hype. But Crisco is under attack from all fronts and this will change VERY soon. Cant wait to hear your wireless rah rah. Line up sheep and get out your wallets, Chambers is going to fleece you again.

To: Zoltan! who wrote (29778)	12/1/1999 9:32:00 AM
From: Techplayer	Read Replies (2) \| Respond to of 77400

Zoltan, Envy seems a bit of a stretch since anyone posting on the boards here can buy CSCO, LU et al if they choose. there are those here that have reaped huge benefits form both over the years (Eric, myself and obviously the employees of each company). The comments being made are part of a general discussion about where each company will succeed tremendously. In any portfolio, there needs to be some balance. If I were to look for a pure play on the carrier buildout at this point, LU is a far better play n that specific space. CSCO is an awesome play in the enterprise to ISP services space. Nokia is a great wireless play (qcom also). I sold my JDSU recently on valuation only. My other concern about JDSU is that LU is their biggest customer AND largest competitor. 5X was enough for the year. Good luck, Brian