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

To: ralph keating who wrote (11881)	1/29/1998 10:43:00 AM
From: The Phoenix	Read Replies (2) \| Respond to of 77400

craig, i bought puts this morning this stock is not superman it can and will be valued at its true value question is when I looking at the chart I think this rally will be a blow off Ralph, Craig... IT's a nice dream, but I think this rally is for real. Asia has been forgotten, earning of the techs look good, Cisco is targeting new growing businesses with well positioned products, and already are showing the fruits of significant efforts into the carriers. If, or should I say when,... the carriers begin deploying IP backbones which can deliver multiservice applications the ball will begin rolling Ralph, yes you are right. It's only a matter of time until this stock shows its real value - 100 anyone? Gary

To: ralph keating who wrote (11881)	1/29/1998 10:51:00 AM
From: craig crawford	Read Replies (1) \| Respond to of 77400

The market certainly does have it's rose-colored glasses on the last few days. KO missed estimates after having them chopped last year and they are marching back towards 70. MRK missed earnings on a diluted basis but CNBC reported them as beating expectations, using the "basic" number. LLY just missed by 2 cents. GLW missed, yet it's rallying nicely today. G missed and they are going higher. Even PRD is sneaking into the green today after missing. (But I guess they always miss). Didn't MOB miss earnings? Said Asia clouded the outlook? Marching higher...CUM missed and said Q1 doesn't look too good. (Ahh, it's down. A little rationality) MCIC just missed, it's higher. How many news reports have I seen that explained the markets rise over the last few days on better than expected earnings? C$CO could miss by 2 cents and it will probably get bid higher...