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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (28231)	8/8/2000 10:44:35 AM
From: Ex-INTCfan	Read Replies (1) \| Respond to of 35685

Dealer -- this could be a very big product for SEBL. I've been looking for something like this for my own company. We are virtual, and some of us deal with the same clients and prospects. An online system is the answer I've been looking for. Alas, they'll probably price it out of my range. INTCfan

To: Dealer who wrote (28231)	8/8/2000 10:57:01 AM
From: Dealer	Respond to of 35685

CSCO--Attention Fund Owners: Your Beloved Cisco Is Posting Earnings By Ian McDonald Senior Writer 8/8/00 10:16 AM ET Personal Finance takes center stage as mutual-fund reporter Ilana Polyak chats live with Faraz Naqvi, co-manager of the Dresdner RCM Biotech fund and the Dresdner RCM Global Health Care fund. Have your questions ready for this exclusive free chat on TheStreet.com Tuesday August 8 at 5 p.m. EDT. -------------------------------------------------------------------------------- It's a big day for you: Cisco Systems (CSCO:Nasdaq - news) is posting its fiscal year 2000 and fourth-quarter earnings after the close tonight. Don't own Cisco, you say? Well, if you own a few mutual funds, mostly likely you own the network-equipment maker. Almost any handful of stock funds probably makes Cisco a significant part of your portfolio because today it anchors more fund portfolios than any other stock. The numbers tell the tale: More than eight out of 10 large-cap growth funds, the largest stock fund category with more than $540 billion in assets, have more than 4% of their assets sunk into it, according to Morningstar. And all of the 145 S&P 500 Index funds, where another $247 billion is invested, have about 3.5% of their assets invested in the San Jose, Calif.-based concern. More than 1,080 U.S. stock funds own Cisco in all -- more than any other stock, including that of a little Redmond, Wash., software company co-founded by some college dropout. So, if you're an investor in Cisco, or hold funds that invest in the company, the huge support from pro stock pickers should help you sleep a little better at night. But on the flip side, the stock is far from cheap, and the amount of money riding on it is far from small. "It's the must-own stock for many fund managers," says Patrick Dorsey, who covers Cisco as head of stock research at Morningstar. "It has replaced Microsoft (MSFT:Nasdaq - news) as the core holding in most growth portfolios." And with good reason. The company's equipment and software are key to the build-out of the Internet and other networks designed for quick, cheap and efficient data communication. With huge and still rapidly growing worldwide demand for those products and services, the company's shares have been on a tear since, basically, it went public in 1990. Cisco is the top-performing U.S.-listed stock over the past 10 years, with a stunning 93.5% annualized return compared with 16.3% for the S&P 500, according to Morningstar. That works out to an unfathomable 73,947% return over the 10 years, through Monday night's close. A $10,000 investment in Cisco in 1995 would now be worth more than $200,000, according to Morningstar. No Wonder Funds Like It Cisco has crushed the otherwise hot Nasdaq. 'Nuff said. 1995 1996 1997 1998 1999 YTD Cisco 112.4% 70.5% 31.4% 149.7% 130.8% 22.4% Nasdaq Composite 39.9% 22.7% 21.6% 39.6% 85.6% -6.9% Source: Morningstar and Baseline.