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To: Sonki who wrote (22588)2/5/1999 9:56:00 AM
From: William Hunt  Respond to of 27012
 
Sonki ---Good Morning ---LU ,CSCO below 100 per share ---also might buy some MSFT if it goes below 155 .
LU, CSCO due to the broadband issue ---My telephone company (BELLSOUTH) announced last week that they will start offering DSL service to the eight largest cities in the south this summer and fall . The price will be the same for small business and the consumer ( about 40.00 per mth ). I sign up for the service and they sent me an e-mail that the response has very strong .
LU and CSCO both stand to benifit from this + LU is doing great overseas where CSCO has a low presence ---as a matter of fact CEO MCginn is looking for 47 % revenue growth from this area this year . By the way MCginn was head of international operations for ATT before he took over LU .
MSFT ---I think they will do well ( forget the government ---hard to do sometimes ) because of people doubt about there software being Y2K compliant + their product cycle looks strong in the second hal of the year .

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