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

To: Zoltan! who wrote (11655)	1/20/1998 6:43:00 AM
From: Zoltan!	Respond to of 77400

This guy was interviewed by Rukeyser this past weekend on Wall $treet Week and touted Cisco. Here he goes again: "Tech Had Time Of Hibernation: Fund Manager" IBD Date: 1/20/98 Author: Michael Tarsala Technology led much of the charge through the '90s bull market, but it wasn't always that way, says Roger McNamee, principal at Integral Capital Partners, a Menlo Park, Calif.-based investment firm..... last question: IBD: Looking forward three to five years, what technology trends will be important? McNamee: Many of the same trends today will persist. In my mind, there's still a tremendous opportunity building out data communications networks. Companies like Cisco still have a huge future in front of them. There also will be early chances to participate in electronic commerce. The good news is that we're probably in the third year of a 20-year global technology cycle. And if history is any guide, the conventional wisdom will totally underestimate the total size of the market opportunity. investors.com Regards