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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Chas who wrote (11238)	12/6/1998 3:23:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 93625

>csco and LU, whats your outlook on these? I don't predict prices, so don't ask. I believe CSCO will continue to be a big winner and is a long-term threat to LU in the voice-over-data market. In the mid-term, LU will continue to benefit from its dominance in the voice market and cannot be ruled out of the data market just yet. The shear growth of both sides of the voice and data markets will continue to propel these two to new highs in the 2-3 year horizon. I am watching LU carefully and will bail out if I see a better investment down the road. CSCO I ain't touching! Will only accumulate more if I have the cash. I would be interested in your perspective, Chas. (Are you in Colorado, by any chance?)