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To: P.M.Freedman who wrote (2350)5/4/1998 7:50:00 PM
From: Vanni Resta  Respond to of 7150
 
I appreciate your input, I really do. But sometimes I find it interesting how after a stock moves up 20%, people come in with all the reasons why it should have done so. Kind of an ex post facto told you so.

Where were you when we were all sweating bullets (and buying more) at $27?

Anyway, I am happy with my 20% one day gain, whatever the reason for it, and I do not mean to flame. How can anyone waste time being bitter when there is so much money to be made every day in this market?

Happy Investing!

Vanni



To: P.M.Freedman who wrote (2350)5/4/1998 8:26:00 PM
From: blankmind  Read Replies (1) | Respond to of 7150
 
1. agree with you on volume and happy to see gsco has returned. now we need some follow through.

2. mgmt original answer to balmer and msft was confused and not a coherent answer. if i had been a long term holder, i would have been unhappy. but for someone who was purchasing last week at these levels, .... subsequent announcements by the company as people have posted over the weekend and late last week, were excellent moves by mgmt, to the the csco and msft threats, without actually mentioning either.

more importantly, as you point out, they are looking out for revenue and expansion, as first quarter demonstrated.

3. csco embedding the product in the router is not silly, it provides a possilbe single point of entry into the network. the more that is built into one product, the less need for another. why purchase an nt or other system, if you can accomplish the same on a router? csco is still putting this strategy in place and they have the resources. do not underestimate a company the size of csco.

4. nice to see a message on the stock.