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

To: Mike who wrote (37809)	6/20/2000 8:16:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 77400

IMO, this board is an illustration of how one can buy CSCO longs and go do something else while you portfolio grows. Note the stock discussion-to-irrelevance ratio here. A testament to a very fine company which is making a lot of people very rich and not requiring much serious thought to do so. Long CSCO longs and LEAPS

To: Mike who wrote (37809)	6/20/2000 1:09:00 PM
From: Jeffrey D	Read Replies (1) \| Respond to of 77400

Mike:<<This board is junk.>> Mike, don't give up on the board yet. From the story below we have this: "According to its recent Survey of Information Technology Managers, Goldman Sachs found "Cisco leads the pack of those gaining momentum, followed by Dell, America Online, Yahoo!, EMC, Sun Microsystems, Microsoft, Intel and Oracle". >> Full story here: SOUTH CHINA MORNING POST: BUSINESS BRIEFS 92% match; The South China Morning Post - Hong Kong ; 20-Jun-2000 12:00:00 am ; 132 words Michael Murphy, punter in technology stocks and editor of Technology Investing, recently recommended acquiring the stocks of Applied Materials, Cisco, Intel, Oracle and Microsoft. The first two provide fundamental enabling technologies for broadband and the others enhance those technologies. Mr Murphy said the growth potential for these companies was still huge. He was bullish on telecommunications and said Internet traffic was doubling every 90 days. Mr Murphy recommended companies dominant in their field which were already turning a profit, because most were about five to 10 years ahead of their nearest competitors. However, he noted that each stock had its own challenges such as Wall Street's "manic-depressive attitude towards the semiconductor industry". According to its recent Survey of Information Technology Managers, Goldman Sachs found "Cisco leads the pack of those gaining momentum, followed by Dell, America Online, Yahoo!, EMC, Sun Microsystems, Microsoft, Intel and Oracle". All are related closely to some aspect of broadband or its services.