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


To: D. Newberry who wrote (10651)12/3/1997 12:52:00 PM
From: Eric  Respond to of 77400
 
D. Newberry

Great post.

A few years back I traded this stock but after looking at the potential of the internet I took a long position in this company. I think we all expected a consolidation in the networking business but it is happening even faster than I thought it would!

Cisco is putting their foot to the floor while the others are stubbing their toes.

I also like 3COM, but playing the "low margin game" is frought with volatility and missed steps. (I hold 3COM as a trading stock)

Cisco keeps looking stronger every day, their hardware, software engineering and management are truly impressive.

Good investing,

Eric

P.S. Eric B will be on CNBC in a few minutes