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

To: Yaacov who wrote (31206)	1/12/2000 8:39:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 77400

CSCO, I just feel very comfortable with it. They will meet or beat earnings, they told the market this after the LU meltdown. They will announce a split this year. The market is somewhat volatile so I will not venture a time horizon. Simply hold, sitback and watch it grow for the next decade. As I stated, when I saw that AOL was not holding its premarket gains I dumped half my holdings. The rest of the AOL I will look at as a growth stock for the long term, more along the lines of a drug stock than a high flying internet. I would just say, that some on the AOL thread are in denial; so, I don't post inorder not to traumatize and antagonize them. Not a lot to post about MRK and not a lot to post about AOL-TWX. I own, I treat a stock a certain way as long as the fundamentals remain intact. However, the fundamentals are changed. The AOL of this Wednesday is not the same AOL I was invested in last Wednesday. It is unrealistic to expect the market to afford the same valuation to the new AOL-TWX entity as it did to the pure AOL. It is also possible that the hoped for synergies might not come to pass to the extent expected. It is possible that YHOO might just have the best model going forward. Only time will tell. AOL is maturing. Insurance premiums are higher for young single males than slightly older males who are married and have children. If you reflect upon the analogy and all it entails...AOL, sure it will grow but why pay a fat internet premium for it anymore? IMHO