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

To: Muizz M. Kheraj who wrote (9939)	10/30/1997 9:19:00 PM
From: Marc Schiler	Read Replies (1) \| Respond to of 77400

<Question for all...why is 3COM trading at such a low multiple, yet it is generally considered a very close #2 to Cisco? Cisco is the dominant player and therefor is expected to beat out 3COM in the long run (like Microsoft and Intel beat out all competition.) Those who invest for the long term are not looking at current EPS or even near future EPS. Thus, they favor CSCO, independent of what COMS is doing right now. (Other eplanations welcomed.) Regards, MS

To: Muizz M. Kheraj who wrote (9939)	10/30/1997 9:33:00 PM
From: Peter Donohue	Read Replies (2) \| Respond to of 77400

There were several large blocks totaling 700,000 shares traded at around 3:25 pm today. There were also 2 large blocks of about 300,000 shares traded this morning. Dow Jones said they were done on an uptick and I believe it was above the ask at the time. Did anybody else notice this and can confirm it was a buy? Earnings next Tuesday!! pd