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

To: Brian Malloy who wrote (20528)	1/9/1999 2:11:00 AM
From: JP	Respond to of 77400

Brian, Your response was thorough and insightful. I appreciate it. I'll do some thinking and research on what you stated, and the associated resources you indicated. Guess it may be time for me to crawl out of the box of value investing. JP

To: Brian Malloy who wrote (20528)	1/9/1999 9:08:00 AM
From: Lou S.	Respond to of 77400

Thanks Brian for a wonderful post with great information This IS the future and the future is being made NOW!

To: Brian Malloy who wrote (20528)	1/9/1999 10:18:00 AM
From: DownSouth	Respond to of 77400

Excellent posting, Brian. May I recommend Crossing the Chasm, Inside the Tornado, and The Gorilla Game all by G. Moore. These focus on product strategies in the 90's for high tech companies, and the last one takes the model into investment strategies.

To: Brian Malloy who wrote (20528)	1/9/1999 11:31:00 AM
From: billwot	Respond to of 77400

Brian-Excellent post!! I skimmed the long article, and bookmarked it along with the other links for further review. Re: .. trapped in a suboptimal state space due to self-constructed boundaries. In '97 I passed on CSCO as the PE fell outside my parameters for "fair value" and I bought COMS because it was "cheaper" (just before the USRX merger). Summer and fall of '97 I began building my position in CSCO. I concur with your statements, but the internuts still scare me<gg> Have a good weekend. billwot