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

To: Eric who wrote (14847)	6/30/1998 7:34:00 AM
From: Zoltan!	Respond to of 77400

All-Star Analysts 1998 Survey: Telecommunications Equipment ---- By Stephanie Metha Staff Reporter of The Wall Street Journal Despite bright prospects for vendors that make gear to help phone companies transport data and Internet traffic around the globe, the typical analyst following the telecommunications-equipment and services sector posted a modest 14% return last year. That compares with a 33% return for the broader Standard & Poor's 500-stock index. Patrick Houghton, 39 years old, of Wheat First Union was the sector's top stock picker, racking up an estimated 67% return. His results were buoyed by a 198% jump in shares of World Access, a small-cap company that sells equipment to upstart carriers in the U.S. and abroad. Mr. Houghton, an avid hunter, says he likes companies that dominate their niches within the sector. That is why he continues to recommend Tellabs, a leading maker of voice and data transport systems, and Cisco Systems, the computer-networking company. (Telecommunications-equipment analysts often track companies in the computer-networking industry, though that sector is a separate category in the All-Star Analysts Survey.).... interactive.wsj.com