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To: Victor Lazlo who wrote (102989)5/8/2000 10:04:00 PM
From: Robert Rose  Read Replies (1) | Respond to of 164684
 
Victor: when you buy a good stock, you are buying their mgmt. csco has always proven itself, and indicates no less going forward. That said, I agree with William, that in this market environment, the stock may be overvalued. It remains a great LT hold, however.



To: Victor Lazlo who wrote (102989)5/9/2000 12:03:00 PM
From: Bill Harmond  Read Replies (2) | Respond to of 164684
 
>>William, their competition is gaining on them from all sides, lots of their core router business is aging, they are running from their fright by buying co's that cannot all be digested successfully, and they are way behind in the future, optical networks

You could have said similar things many times before.


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