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

To: craig crawford who wrote (12599)	2/21/1998 11:19:00 PM
From: Perry	Respond to of 77400

To: peacelover (35781 ) From: Jurgen Saturday, Feb 21 1998 10:36PM EST Reply # of 35787 Michael Murphy / IFC Newsletter techstocks.com Q: Anything you want to add in the technology area before touching base on the biotech side? A: If you divide the electronic side broadly between computing and communications, generally the computing stocks are cheaper because of this fear Wall Street has had about PC's. Both sides are growing this year and communications are growing even faster. We are trying to find things to buy there. We have been looking at Ascend, Bay Networks, PairGain Technologies and Cisco Systems. The communications business overall worldwide is still growing at over 25% a year and was a $125 billion industry in 1997. It is also expected to double over the next 3 years as the internet gets built out with Worldwide WAN's (wide are networks) and we want to be there. It is hard to find stocks in that area that are fairly priced. We bought a small semiconductor company called Seeq Technologies Inc. that builds nothing but ethernet chips. They also have the first gigabit ethernet chips out there so, it is around about way to play communications. We also bought a small company called Sync Research and they are partnered with IBM. Both are really small companies.