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

To: mauser96 who wrote (20347)	1/5/1999 3:20:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 77400

Do you have your whole portfolio in 4 stocks? Yes I do, Lamar, and boy, have I got yelled at on these threads for it. Two Gorillas, and two Kings. I just kept getting rid of the slow movers, and reinforcing the winners. I knew I wanted to stay all tech, and, after getting burnt on small caps, this is the way I ended up. The Wal Marts and Home Depots of this world are never going to give you the results of the four I have. I had the same reaction as you to the DOJ situation at MSFT, but thought it over in December and got back in. It is 32% of my holdings right now, and I am up 20% on it. Go to Tech2000 on the profiles, and read his post's on MSFT.

To: mauser96 who wrote (20347)	1/5/1999 5:56:00 PM
From: Gemini	Read Replies (2) \| Respond to of 77400

Lower pc prices equates to more pc's sold, to more users of the internet, etc., etc., etc.. The court case against Microsoft will have little to no negative impact as evidenced by its surging price. Bill will just have to go through all the appeal processes and by the end of the day today's technology will be non-existent. I believe investors are betting MSFT will win and if they are right then we haven't seen anything yet!!! Here's one analyst's prediction: biz.yahoo.com The bottom line is one should hold onto his gorillas through thick and thin and that includes CSCO. Allan