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

To: Brian Malloy who wrote (23667)3/15/1999 1:50:00 AM
From: jach  Respond to of 77398
 
<As for QQQ if you own MSFT, DELL, CSCO and INTC you have 45% of what comprises QQQ. Pick WCOM and a couple others that should outperform and don't get ORCL and CPQ>

MSFT, DELL and INTC did not do well recently, CSCO is showing weakness and ORCL did pretty bad.
CSCO can be the next one that an come down substantially. Looking at the last 12 months, CSCO earnings grew 30% or so but the stock has skyrocketed 100% or so. It has basically out-run way ahead and will be coming back down. A 30% correction will be about 65$. imo.




To: Brian Malloy who wrote (23667)3/15/1999 10:29:00 PM
From: longsink  Respond to of 77398
 
to Brian: logical thoughts about CSCO. I'm new to this post & read the first post from 1996 wherein the poster stated CSCO too high-look at 3com! Obviously same logic prevails with some. I believe in CSCO and its bus. model. Will only continue to grow market share. I think Meehan wrong about market in general and he misses new trends. There are always naysayers in the crowd.


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