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

To: Eric who wrote (17223)	9/21/1998 11:58:00 AM
From: jach	Read Replies (1) \| Respond to of 77400

csco october 60 put volume around 4 times more that 60 call volume, at this point in time; this can indicate, imo, if this is long and in conjunction with weakness in the last few days, pretty bearish indicator for csco and may indicate possible bad news coming in near future

To: Eric who wrote (17223)	9/21/1998 12:01:00 PM
From: jach	Read Replies (1) \| Respond to of 77400

Is csco the one that will give great appreciation for the next three months, note that we are only interested from now on, one can dwell in the past and feel great about the outstanding achievements but the future is where we're going to live in. IMO, based on the factors such as - very soft asia and going to be still very weak in the next 3-6 months even longer; Europe is also getting weak as well as Latin America; and with all that and yr 2000 cost for Corporations coming along it's very possible that csco will get into tougher times, even they do OK this coming qtr, a negative future outlook or a warning will hit the stock big and can drop 20 to 40% in a short time. IMO, in these uncertian times, one can move into investment that can still give appreication that follows the overall mkt and at the same time protect it from substantial downside risk. IMO, one such move is to convert CSCO to the Standard&Poor's 500 Depository Receipt (SPiDR) or symbol "SPY". SPY is rather new vehicle of investment and getting extremely popular within the last one or two yrs. SPY is a real-time reflection of very close to 1/10 of S&P 500 index. Example, if S&P is at 1000, SPY will be at 100$/share. By moving into SPY, one is basically investing in the largest 500 companies (including CSCO, MSFT, DELL and many others). With SPY, IMO, one can sleep better at night not worrying if a certain company is going to issue a warning or a bad qtr as there'll be the other 499 companies making up for it. One can say that why not buy an index mutual fund, is somewhat similar but SPY is more flexible; some of these are - trading in real-time and the ability of hedging against mkt downturn and at the same time gives return that follows the mkt appreciation up to about 25%/yr. Again, one should consider one's own decision and this is just fyi, and imo.