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

To: Gail who wrote (11562)	1/13/1998 7:14:00 PM
From: John Carragher	Read Replies (1) \| Respond to of 77400

gail thanks I thought he dumped csco last month and was quite surprised to hear tonight saying great co. John

To: Gail who wrote (11562)	1/13/1998 7:54:00 PM
From: LWolf	Respond to of 77400

Gail, Cramer said he owned CSCO, didn't say how much or at what price. At some point someone asked about Dec selling and he said he got out of most techs in Dec to hang-on to profits; has bought back in judiciously on good buys. Refered to the tech sector as a place for careful 'stock pickers'. [Also Cramer had an article in TSC on 1/7 referencing a conference where CSCO management was discussing their markets. TSC folks had been excited about CSCO and the European markets. Don't know if they might have bought then, or bought more then.] Ya' gotta remember when these folks buy it's not just a few hundred shares at a time.... they're pretty hefty positions. They have a responsibilty to keep profits, which sometimes means going in and out of a stock, and back in when it's the right thing to do. L.Wolf