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To: The Phoenix who wrote (45079)4/21/1998 11:25:00 PM
From: gbh  Read Replies (2) | Respond to of 61433
 
You would have never been able to do all that by staying put in IBM. Right?

Don't get me wrong. Except for MSFT, CSCO is my most profitable and favorite stock. But, the point I was trying to make is that after all the winners and losers, from IBM sale proceeds, simply holding IBM would have worked out better from a bottom line viewpoint.

Certainly I wasn't trying to equate IBM's performance to that of CSCO.

By the way, how does the quarter look? Earnings in a couple of weeks. Will it be the usual "exceed estimates by a few cents" that I've come to know and love?