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

To: DownSouth who wrote (22786)	2/18/1999 12:37:00 AM
From: Eric	Read Replies (2) \| Respond to of 77397

Boy! I leave the thread for a few days and it degenerates into almost mindless bable with some of the new posters! I have to admit it's fun reading some of them. Cheers to John Chambers for filing to sell a fraction of his Cisco shares. I sold some of mine (about 6%) a few weeks ago to buy a vacation home on waterfront in the San Juan islands of Washington State and today I bought a turbo-diesel power boat to get there! I hated to sell some but the pot is getting pretty big and I don't intend to sell any more for quite awhile. I feel sorry for those who do not understand this company and it's position in the "Revolution of the Century". The bulls on this thread have a good grasp of the fundamentals and I expect Cisco to be bigger than LU in less than five years. Lucent just doesn't have the capability to keep up. They don't have all the pieces and Management to pull it off yet. Cisco is breaking away from the pack to the upside! Eric

To: DownSouth who wrote (22786)	2/18/1999 3:28:00 AM
From: ed	Read Replies (5) \| Respond to of 77397

I already explain this to LB's post. We all know that LU and CSCO will compete head to head in the market, if we assume all the boundary conditions are the same for LU and CSCO, i.e the market, the product line, the sale force , the R&D capability ..etc, LU and CSCO should have the same confidence level about the future of their respective company. Now, LU and CSCO all hit their historical price where the stock should split, LU announced the split while CSCO hold it . Why ? Because CSCO's manager team is not so sure if they will win the war , i.e continuous growth of the past . If the next earning prove that CSCO is a loser , then the stock will tank big time after the split and earning, because the stock price will drop faster after split . So CSCO decide not to split. On the contrary, LU decided to split on April 1st, and if the earning on April 22nd showed continuous strong growth , the stock price will climb even faster , that is why I said split or not is a test of confidence level of both CSCO and LU's manager team. As an investor , will you choose the future loser or winner ? That is another reason I said split or not split at this stock price level will have a major impact on the decision of investors , and as a result the stock price of the next couple of months.