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

To: William L. Oppenheim who wrote (16715)9/2/1998 12:46:00 AM
From: Sundar Rajan  Read Replies (2) | Respond to of 77400
 
>> I sold out of CSCO
this AM (80% gain), just because so many other good stocks have now fallen to
better (IMHO) valuations. And I want to be able to buy some these over the next
several months.
>>
I wish I could sell out of my holdings and buy other stocks with better valuations - stuck with most under the water. Can u tell me which do you find attactive. I bought DIS recently and have CPQ,INTC. Thinking about LU, Nokia, PSFT.



To: William L. Oppenheim who wrote (16715)9/2/1998 1:56:00 AM
From: LindyBill  Respond to of 77400
 
I glad you made a buck on Cisco, but if you are buying on comparable PE's, I think that a Gorilla like Cisco is worth double the PE of a normal tech, such as Siebel, or others like it.


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