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To: re3 who wrote (145862)	8/20/2002 6:46:33 PM
From: Lizzie Tudor	Respond to of 164684

why would you invest in cisco ? are you up on this investment ? I own some from the past and my broker bought a bunch at 14 earlier this year. I think its a great LT investment, as is Dell, for me. I believe cisco is positioning itself to be a sortof combination of the old IBM + AT&T in their dominant days, cisco doesn't need monopoly status, they are just wiping their competition out. In any case I see cisco has having more intrinsic worth than msft, who is currently valued 3x more. JMO. L