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

To: RetiredNow who wrote (24080)	4/1/1999 12:15:00 AM
From: jach	Respond to of 77397

<Cisco may even trade at half of what it is trading at now.> very likely

To: RetiredNow who wrote (24080)	4/1/1999 10:31:00 AM
From: Eric L	Read Replies (1) \| Respond to of 77397

mindmeld, Although I forgot to add a <g>, I was kidding, like you were, in response to the extremely repetitive posts regarding "High PE". Like you I am "fundamental long term" and "for the most part I buy a stock and hold until the story changes". CSCO is a fundamental piece of my portfolio. If it corrects significantly, I will add to my holding as I have on big dips in each of the last 3 years. - Eric -

To: RetiredNow who wrote (24080)	4/2/1999 1:10:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 77397

>>As far as Qualcomm goes, I haven't followed them, so your best guess is probably better than mine. Good luck to you! Do yourself a favor and check them out. IMO, msft windows is to desktops as csco ios is to the internet as qcom cdma is to wireless. In other words, they may be the first true Gorilla (enabling technology) to be born since Geoffrey Moore wrote the Gorilla Game. We've had a great discussion/disection of qcom on the Gorilla and King Portfolio candidate thread, and it seems to be passing all of the qualification tests in front of a tough audience. Frank