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

To: Eric who wrote (10737)	12/11/1997 1:36:00 PM
From: jim bender	Read Replies (1) \| Respond to of 77399

Eric, Should we be worried about increasing inventory ? www3.techstocks.com any comments -jim

To: Eric who wrote (10737)	12/11/1997 2:28:00 PM
From: Matthew	Read Replies (3) \| Respond to of 77399

Hi Eric; I understand your concern. I cannot give you any specific info on Asian exposure as I am a Cisco employee and would get in big trouble to put it mildly. I would like you to consider one thing before you make a decision. Look at the AWESOME realtive strenght of this stock realtive to any number of other techs or index during this unsettled time. "Big Charts" web site is great for this. My favorite comparison is to all the other networkers. Try to imagine what the market is saying. If you took the negitive market bias out of the market this stock would be going through the roof! So I would ask you to first anwser the question: Are we in a bear market? If you think no then do not sell. This stock will adjust to its properly valued level when the Asian contagian has passed. This is a classic retest of recent lows which in classic fashion scares the crap out of everybody - even bulls. Again - look at the relative charts - there is a message. -Matthew P.S. Do not give up those gains only to pay taxes and put less back to work later - do the math - you may be better of just riding out a small dip.

To: Eric who wrote (10737)	12/11/1997 9:04:00 PM
From: craig crawford	Read Replies (2) \| Respond to of 77399

<< We all love the stock but see the very real possibility of it falling to the 60's very soon. We would buy back when the "Worlds" fundamentals get better. >> You've owned this stock since '93? In other words you must have seen the bear market for techs (including C$CO) in '94 and you must have lived through the decline to 46 earlier this year (another bear market). What would prompt you to sell now? You're getting all riled up about a move to 60? It was at 46 earlier this year! Won't you have a ton of taxes to pay next April if you sell now? If your that worried just buy a put for insurance. C$CO may look a little weak now but in 10 years...