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

To: username who wrote (37122)	6/5/2000 11:42:00 AM
From: The Phoenix	Read Replies (3) \| Respond to of 77400

I have been selling this morning (not CSCO) but have sold many of my positions. Looking for some profit taking.... OG

To: username who wrote (37122)	6/6/2000 3:00:00 AM
From: SyncMan	Read Replies (2) \| Respond to of 77400

OT: Re: For me, it was just an interesting exercise. I don't post off topic on stock threads while the market is open, and I sincerely apologize if I created a situation here that was annoying to you. I know you didn't pay to join this site to be subjected to off topic stuff on the Cisco thread. A question for you, sir! What made you pick the stocks you picked on your profile? Thanks, eom Yes, eom. I was acutely aware that it was all weekend clatter, and I think I decided toward the end that I should just ignore all the stuff that's posted on the weekend. :) I'm glad that you found the exercise entertaining. I think for a while I found it so, but it ran on for so many posts I think I got a little bored. :). And please don't feel the need to apologize. It was just a little suggestion. I love the disussions as much as the next person, but when we've talked about Malcolm X's religous beliefs for the 4th or 5th time, I thought a little suggestion was in order. As far as the selections in my portfolio, thanks for asking, but they are very personal so I don't think you'd find the answers very helpful. first, I work at Cisco via an acquisition. Great Employer. This means an overwhelming portion of my personal networth is tied to Cisco. I'm very comfortable with that relationship at this time. Second, LSI - my wife worked there before our baby. I currenly own no shares, but I had some success both long term and buying dips and selling high. I think violatile (spelling) stocks are fun in that you don't have to wait long before they dip or spike. LSI got us in the market with their ESPP plan. I am very thankful to them for that. 3rd: Dell. (no holding). I've read a lot about how how they perfected the JIT strategy and admire how they took a little to no profit business and turned it upside down. But now I guess everybody is doing it, and am afraid of any commodity stock. I view pc's as a commodity item. 4: T. I am a big loather of the monolopolies. One of the worst outside of MSFT at this time imo is the baby bells. I can't wait until I can get phone/computer/tv service from one company. And it looks like that company will either be TimeWarner or AT&T. Since ATT owns my cable company, I'm rooting for AT&T at this time. I think management is doing a good job moving out of the long term business, but the risks with this strategy are very big. Again, no holding. 5: JNPR, SYMR. The optical revolution is what I work on. The market is huge. You don't have to dominate to be very succesful. Umm, actually, I don't think JNPR is into optical (just a big router company, right?). So I got a little confused. :) 6: VTSMX. At heart, I believe the index arguement. I love it when professional stock pickers get beat by darts thrown at a newspaper opened to the stocks. For this reason, I am into index's, and Vanguard is the index king. The Vanguard Total Stock Market Index is Perfect for somebody who knows the market is a good place to be, but don't know where to put it. 7: SSTBX. Short Term Emergency (layoff) money. I'm losing my patience with bonds, though. Very depressing. But strong customer service and ease of use is very good.