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

To: Jimbo who wrote (19396)	11/18/1998 7:49:00 PM
From: Gold Beach	Read Replies (2) \| Respond to of 77400

Jimbo: I think CSCO will go to 80 rather quickly. Maybe DELL will go to the 50's. Then it would be a good time to switch again, since DELL has a higher earnings growth rate.

To: Jimbo who wrote (19396)	11/18/1998 9:14:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 77400

>>I think I'll follow your lead <dell to csco> tomorrow in the a.m.. Anyone else ? I'm hanging on to both. I agree that csco will take a run at 80, but I'd hate to be out of Dell when it takes off. I'm not sure what's holding it back right now; their earnings report was outstanding. I think it bowed on profit taking, and then stayed down due to the cpq announcement, which I don't see as a real threat. I find it very tough to time a single stock. What you are trying to do is time two stocks simultaneously. Frank