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

To: ed who wrote (22795)	2/18/1999 4:59:00 AM
From: puborectalis	Read Replies (1) \| Respond to of 77397

Easy solution.......own both LU and CSCO. I see both benefiting from the telecommunication boom that will continue into the next millenium.The world can handle two great companies. I'm proud to own both and sleep well every night because of it!

To: ed who wrote (22795)	2/18/1999 5:39:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 77397

ed, I simply don't agree with your premise, your logic, nor your conclusion. Nor do I believe you understand CSCO's management team and how they manage their shareholder equity. Good luck.

To: ed who wrote (22795)	2/18/1999 9:44:00 AM
From: Chris Carlson	Read Replies (2) \| Respond to of 77397

Hey Ed, And just think, there are actually those that believe that splitting a stock is nothing but a meaningless gimmick. Such stock market ignoramuses such as Warren Buffet could certainly learn something from you about managing Wall Street's expectations and growing a company. Keep preaching! Chris

To: ed who wrote (22795)	2/18/1999 10:19:00 AM
From: RetiredNow	Respond to of 77397

ed, please do your fundamental homework. EVEN IF CISCO LOSES against LU, Nortel, et al, we are talking about a $350 billion market to conquer. Cisco has a run rate of about $9.5 billion. Worst case scenario, they will still grow like mad for the next 5 years. Nobody seems to get the fact that this is not a zero sum game. At least in the near term, there IS plenty for everyone. Buying a stock for stock splits is a traders game. It has nothing to do with underlying fundamentals or management's perception of their company's chances for success.

To: ed who wrote (22795)	2/18/1999 11:49:00 AM
From: Eric	Read Replies (1) \| Respond to of 77397

ed, I have to admit I really started laughing when I read your comment that Cisco's management had lost confidence! If you are from the Momentum school of finance I would agree but in all my years of following the various management of companies I have to congratulate Chambers and the Board of directors for doing the correct thing. Splitting at 117 1/2 would be totally irresponsible and almost certainly invite a shareholder lawsuit. Cisco's growth rate has accelerated the last 4 quarters. Both LU and Cisco will grow in this huge environment, but I believe Cisco will perform better going forward. Eric