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

To: t2 who wrote (23284)	3/2/1999 10:44:00 PM
From: Michael Rich	Respond to of 77397

One thing I suggest is that you don't sell MSFT/INTC/CSCO because of COMS....you may sell COMS if one of the 3 giants warns.

To: t2 who wrote (23284)	3/2/1999 10:46:00 PM
From: LindyBill	Respond to of 77397

Why would it affect? Because the market can't tell the differences between tech's, and when one has a bad quarter, they think they all will. Tomorrow, "Le Deluge!"

To: t2 who wrote (23284)	3/2/1999 11:53:00 PM
From: Daniel Simon	Respond to of 77397

I think csco will be down tomorrow. It has held very steady even while INTC/DELL/CPQ/HWP and bonds have backtracked. Now COMS warns...that is getting a little close to home. Trailing P/E is over 100. CSCO is a great co and deserves a premium but not 100+... Good luck and better profits, Daniel

To: t2 who wrote (23284)	3/3/1999 9:39:00 AM
From: PMS Witch	Read Replies (1) \| Respond to of 77397

"... any ideas on how 3COM's announcement will affect Microsoft/Intel/Dell/or Cisco ..." I've been in and out of COMS since 1990 and have noticed that when this stock's doing well, it really flies, but it has a habit of running into deep potholes from time to time. When this happens, the other techs stumble a little bit too, but recover quite quickly. COMS takes longer to recover. COMS is a great way to learn the DON'T BE GREEDY lesson. When you're sitting on a decent profit, take some chips off the table. If you don't, you'll soon wish you had. Hope this helps, PW.