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

To: Stock Farmer who wrote (44925)	12/19/2000 1:34:22 PM
From: chic_hearne	Read Replies (2) \| Respond to of 77400

John, I must say that I am pretty impressed with your style. Not only did you take advantage of the bull run, you had enough sense to get out without too much pain being inflicted to yourself. Me, on the other hand, didn't really get into the market until about Jan of this year. I had toyed around a bit, but it was all in fun. Therefore, I wasn't brainwashed by the big bull run and it was fairly easy for me to conclude that this market was about to implode. Had I got in about 2 years earlier, it's sad to say I'd probably be a drunken bull right now. I guess luck and timing were on my side. -ggg- chic

To: Stock Farmer who wrote (44925)	12/19/2000 2:04:07 PM
From: Eric	Read Replies (1) \| Respond to of 77400

John I've kept a chart of Cisco since I first invested in it in the early 90's. Back in October of 99 I could see that Cisco was getting overpriced. This has happened a few times in the past with the company. By April my chart was looking for a value of about 48 for the company while the market was saying 82. If I was a trader I probably would have bit at that price but I'm a long term investor who understands the growth prospects for the company. Back in 92 the company was a long shot to execute going forward. Not now. I would be willing to buy here just because of their record in execution and what I believe to be the size of their markets. Cisco's growth rate has acellerated the last two years which is pretty amazing for a company of it's size! A lot of people jumped on this ship the last few years but I wonder just how many understood what the company is really doing and where the world is heading. regards, Eric