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

To: Dealer who wrote (32435)	9/8/2000 5:42:02 PM
From: Dealer	Read Replies (1) \| Respond to of 35685

CSCO--The Wall Street Transcript Publishes Money Manager Comments on Cisco Systems NOTE: This money manager interview is presented with the aforementioned company's full knowledge and permission. NEW YORK--(BUSINESS WIRE)--Sept. 8, 2000--Gordon Ceresino, Partner at Harris Bretall Sullivan & Smith L.L.C., examines portfolio management strategies in this timely and deeply informative 5,400-word interview from The Wall Street Transcript (212-952-7433) or twst.com. In a valuable review of investing strategies, Gordon Ceresino explains his approach to managing money and offers specific stock recommendations. Ceresino reports, ``We identify the trends and momentum that are taking place in the sub-sectors of the technology market. The analysis criteria include product innovation and cycles, product supply and demand, product prices and unit sales, component prices and availability, distribution channel dynamics, inventories, market share, capital spending budgets, and of course government regulation. So we look at each sub-sector and analyze them using the above criteria. This allows us to do a couple of things. First, build the universe of companies that we select from, and second, set our sector weighting percentages.'' In the networking area, Ceresino highlights Cisco (Nasdaq:CSCO - news): ``Cisco is the dominant vendor in the networking space, with much of the Internet's infrastructure consisting of the company's switchers and routers. They are well positioned for the continued rapid network build-out, not only here in the US, but also abroad. Cisco is one of our favorites and heaviest weighted in the portfolio.''