To: pinhi who wrote (13800 ) 4/15/2000 11:48:00 PM From: Ex-INTCfan Read Replies (2) | Respond to
Before you go and change your investment plans, I should give you a little information on why CSCO would be the one stock I would choose if I could select only one. I am not trying to pick a home run here. If I could own only one stock, it would have to be one that had tremendous promise, a proven business model, and a special space. It also would have to be one that, even if there were an extended downturn, would weather the storm with large percentage revenue increases each year. I don't pretend to completely understand the technology, but about 3.5 years ago I asked some tech people who, among other things, installed networks, what they thought about CSCO vs COMS -- they were hands down in favor of CSCO. (I should mention that most of the techies I know also are nuts about Novell. The problem with Novell is that MSFT has the managements of most large firms in their hip pockets. Perhaps in the future this will change if such techies move up in their organizations, but anyone who competes with MSFT is at risk. When I worked there in 93-94, their targets were Lotus and Novell. What happened to Lotus and Novell over the next few years?)
