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

To: Zoltan! who wrote (11630)	1/16/1998 4:25:00 PM
From: Eric	Respond to of 77400

Duncan I am totally on your side on this one. The street gave out false information on Cisco in 94 and as a result thats where I took the majority of my long position in Cisco. It was an incredible gift! P.S. still long here and loving it! Eric

To: Zoltan! who wrote (11630)	1/16/1998 4:27:00 PM
From: craig crawford	Respond to of 77400

It depends on what you consider a disappointment. EPS was only up 78% and everyone was used to C$CO beating expectations handily. I'd say that losing 26% in one week following an already 25% decline shows that Wall St. was disappointed with that report. << written about the time Michael Murphy had his "inside" information that Cisco would disappoint? >> Yes, I remember him screwing that one up badly. He's not the only one. Ken Heebner made a comment on CNBC last year saying C$CO was going to go to 15 or something in a couple years. It's kind of interesting to note that Cramer is a huge C$CO fan and a big fan of Heebner as well. Yet Heebner was dumping on C$CO saying they were going to tank. Cramer says he doesn't know REIT's as well as Heebner, saying "just give him the money". Conversely, Heebner doesn't know C$CO like Cramer does.