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

To: Eric who wrote (22522)	2/12/1999 4:31:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 77397

"Newbridge stock slips on reports of contract loss Guess I will end the week with a banner that will piss off our stock moron and our bears. CISCO RULES!

To: Eric who wrote (22522)	2/13/1999 4:54:00 AM
From: ed	Respond to of 77397

Well, There is no need to read these good news about CSCO, because CSCO followed the big trend of the market. CSCO had made a strong base between $100 to $105, and early next month , it will bounce back to the $100 level, and I will buy it up. However, by the end of next week, due to expiration, I will hold the stock price at around $105 to prevent my shares being called away. After the option expiration, I will buy up CSCO to the level of $130 within two weeks, and then build another strong base between $120 to $125 till end of March. Csco will shoot up to $140 area after earning, and waiting for the next split. As to DELL, well , since Nov of 1997, this stock had appreciated more than $40%, and the earning expectation has already been built into the stock price, so this time is sell on earning. Howeer, longer term, do not expect too much from DELL, this good time for DELL' day was over since last earning report, the competion of PC hardware business is just to fierce, and the profit margin is just to low to justify the stock price. However, if you look at INTEL and MICROSOFT's earning, the revenue for DELL will be large, but the problem is the earning. However, as the pric of PC getting cheaper, more people can afford PCs, and these PCs need software and need to be connected together, and each new PC owner will definitely be an internet subscriber, so you know which companies will benefit if more people own PCs, i.e MSFT, CSCO, LU, Yhoo, AOL; and you know as PC price keep dropping, and profit margin continues to shrink, which companies will be hurt, I do not think you need me to mention oer here.