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

To: E. Mark who wrote (30620)	12/22/1999 1:53:00 PM
From: Peppe	Read Replies (1) \| Respond to of 77400

Holding NT, CSCO and LU has been a good experience for all. In the next 2 years, holding all three should reward shareholders way above the DJIA. I am concerned with LU's huge work force (180,000+) and their ability to move as fast as a CSCO. I'd be a little worried with Nortel's margins going forward, with CSCO entering the Optical space and some real LU competition in OC-192 optics next year. My ratings for FY 2000 return on investment , FWIW, are 1-CSCO 2-NT 3-LU Cheers, peppe