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

To: Zoltan! who wrote (10622)	12/1/1997 9:30:00 PM
From: Liatris Spicata	Read Replies (2) \| Respond to of 77400

Duncan- <<why get rid of the obvious home run hitter, Cisco, and retain an absolute dog like BAY?>> Well I for one have done somewhat better with my investment in BAY than I have with CSCO. I realize that experience is not typical, but, hey, timing is important in this game! As for being an "obvious home run hitter"- well I concede you are correct if your perspective is to look in the rear view mirrow. Remember, past performance is no guarantee blah blah blah. In any case, you provide little rationale to explain why CSCO is worth approx. 3X what BAY is on PSR and BV basis. As for CSCO's management being better than BAY's, well we'll see. I suspect you are shortchanging BAY's management. I must admit, your response has made me feel better about reducing CSCO's presence in my portfolio- your attitude sounds too complacent for my tastes, and to the extent it is indicative of CSCO investors, I'm more comfortable elsewhere. I prefer to be where the crowd is not, both in investments and in life. Whatever the outcome, I'll try to remember to revisit this issue with you in Dec. 1998! Regards, Larry P.S. Do you recall how many home runs Roger Maris hit after his great year?

To: Zoltan! who wrote (10622)	12/22/1997 7:32:00 PM
From: Liatris Spicata	Read Replies (1) \| Respond to of 77400

Duncan- <<BAY hasn't got the slightest chance against Cisco. And yes, Cisco's management is far better and smarter than the others'.>> biz.yahoo.com Not "the slightest chance", huh? I might expect that kind of sweeping, ill-considered statement from an MBA, but from a Doctor of Law?- well there's one in every "bar". I hereby challenge you to a duel. I will wager the value of one share of Bay's stock at its closing 1997 price that BAY will have a higher percentage gain (or, less of a percentage loss) from 1 Jan 1998 to 31 Dec. 1998 than will CSCO. Email me if you are interested in accepting my wager. Long on CSCO, longer on BAY, Larry