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To: Bridge Player who wrote (6533)	4/16/2000 5:42:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 8096

>> My guess is that CSCO is due for many years of mediocre price appreciation at best. My guess, which is worth just what you're paying for it, is that csco will continue to outperform the market in the long term. It's interesting to note that we both think cisco will continue its long term growth, the only difference being our guesses at the rate of return. This being the case, they would seem to be an ideal candidate for a directional LEAPS, which will magnify whatever degree of positive growth that's realized. Individual Internet companies may be at risk, but the future of the Internet itself is still rosy. Csco is the master builder the Information Super Highway, and I see LEAPS on them as a safe and productive play. As far as the scores of competitors with hot technology, the dynamics of a Gorilla game virtually ensures Cisco won't be unseated as the sector's ruler. jmho, uf