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

To: Jacob Snyder who wrote (17020)	9/15/1998 9:24:00 AM
From: yard_man	Respond to of 77400

Jacob re: reasons to hold. You should ignore 1) altogether. Your investment should be based on whether the asset will continue to appreciate -- hold on and you may not have to worry about paying any capital gains -- know what I mean? 2) There will always be a chance to buy it back. 3) CSCO does dominate its sector to a large extent -- it is a good company. 4 - 7) In any recession spending can decline across the board. Growth won't stop, but a declining level could hurt the stock price substantially. Hedging with LU puts is an option but they are very expensive right now, but even then you will have the gain on the sale of the LU puts should things get dicey. Good luck whatever you decide.

To: Jacob Snyder who wrote (17020)	9/15/1998 9:55:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

Add to your reasons to hold or add. Telephony network churn..estimated at 100Billion over the next 5 - 10 years. Cisco is one of the best positioned companies to take advantage of this. Internet growth: We've just started in the U.S. and haven't even begun in most other parts of the world. Multiservice single point access: Multiservice cable/DSL (high-speed Residential gateway) networks. This is just now starting and once again Cisco is the company best positioned to capitalize on this market. These three alone could very increase Cisco revenue and earnings growth rates. Ah, one other point... go back and look at historical PE's. Cisco is well off it highs. OG

To: Jacob Snyder who wrote (17020)	9/15/1998 9:55:00 AM
From: Riskmgmt	Respond to of 77400

Jacob: ReSo, is CSCO going to tank? I've got a triple in this stock in less than two years. Many of us are lucky enough to have the same "problem". It is a great company no doubt, but price is relative and as you point out a triple in two years can hardly be expected to continue. One idea is to look at selling covered calls when you think Cisco is at the top of it's range and/or buying puts. Should it break into new highs you can always roll out to a later month or cover. When it sells off you can either buy back the calls you are short or buy additional calls. This keeps your LTG in tact for tax purposes. There is an excellent thread on this run by Herm can't think of the name of it off hand but if you are interested I'll get it for you. Good luck, Ray