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

To: JRH who wrote (17708)	10/5/1998 12:23:00 PM
From: Eric	Read Replies (2) \| Respond to of 77399

JRH, Well the last good ones are now being taken out and shot. This is still my best stock by far but in the short term we are going lower. The world's economic storm clouds are closing in fast on the American economy. Boeing is in my back yard and they are going to get creamed by Asia's cancelling of orders. Over 30% of their business is in Asia. I'm not depressed at all about the situation but we will get some great companies on the cheap in the not to distant future. I'm still very bullish on Cisco.....No warnings yet from the company and after Friday they can't warn before earnings due to quiet period. So I'm looking for a good qtr. Forward guidance will tell the long term (year and more) story. Chambers comments during the CC will be very critical for us. Still very bullish on Cisco, Eric