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

To: jach who wrote (22550)	2/13/1999 11:34:00 AM
From: lin huan chen	Read Replies (2) \| Respond to of 77397

Excerpt from Barron's First, he stays miles away from any company that lacks a defensible competitive advantage. That's why he hasn't put any Internet stocks into Core Equity's $225 million portfolio. He argues that online customers are supremely price-conscious. "If I can get a book for $5 less at Barnes & Noble's Website than I can at Amazon, I'm going to Barnes & Noble," he maintains. Now I understand LindyBill's point.

To: jach who wrote (22550)	2/13/1999 12:30:00 PM
From: Lynn	Read Replies (1) \| Respond to of 77397

>sure, AMZN is first to go, down almost 100% from its high. CSCO will follow. Jach: You have just demonstrated your total lack of the most basic mathematical skills. If you do not understand elementary mathematics, why should we place any credence on anything you have to say about CSCO? Lynn

To: jach who wrote (22550)	2/13/1999 1:06:00 PM
From: Martin Rasch	Read Replies (3) \| Respond to of 77397

100% down means 0? JMHO M

To: jach who wrote (22550)	2/13/1999 6:08:00 PM
From: Paul Reuben	Read Replies (1) \| Respond to of 77397

sure, AMZN is first to go, down almost 100% from its high. CSCO will follow. Why are you so bitter? CSCO must be your white whale. How much did you lose on it or, worse, how many years ago did you sell it?

To: jach who wrote (22550)	2/14/1999 3:41:00 PM
From: Jeffrey D	Read Replies (1) \| Respond to of 77397

Jach, there are folks on most threads that, like you, take contrary positions to the majority and are flamed quite frequently. What makes them different from you, however, is that their posts have some value to them. From what I can see so far, yours have none. In fact, yours do not even follow any logical pattern. For example, Lin wrote a post showing the top 10 holdings of a very successful mutual fund manager as shown below: << Top 10 Holdings Company Percentage of Portfolio Cisco Systems 7.3% Dell Computer 7.2 Charles Schwab 6.3 Home Depot 5.5 Intel 4.9 Microsoft 4.9 Applied Materials 4.7 Mirage Resorts 4.4 Kansas City Southern 4.1 Progressive 3.9 Total 53.2 >> In response you wrote:<<<to jach, the most influential network analyst on SI> sure, AMZN is first to go, down almost 100% from its high. CSCO will follow. >> What in the world does AMZN have to do with this post? Nothing. It's not even mentioned on the list. Perhaps if you had pointed out DELL your post might have had some meaning to it. I can only assume you, as proven with subsequent posts, were lashing out at CSCO in any way you could. Go ahead and respond to this post if you must but do not expect a response from me. It is obvious you simply crave attention and any response to you would just feed that hunger. Jeff