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

To: RetiredNow who wrote (24606)	4/24/1999 12:59:00 PM
From: Chris Carlson	Read Replies (3) \| Respond to of 77397

Mindmeld et al. I was wondering if I could solicit some comments on a trade I am considering. I am close to pulling the trigger on a swap of SOME of my CSCO for an equal number of EMC shares. I was waiting for EMC to come down from its recent spike, and here it is. My thinking is that the two companies (and WS) are anticipating similar revenue/earnings growth over the next few years, but I would be paying less for that growth with EMC. I know that both companies are well run and both will do well in the future, but CSCO's valuation causes concern. On the other hand, it could be said that EMC has more formidable competition. I am not asking for any assurances, but differing perspectives. I would keep the majority of my CSCO. Any comments would be welcome. Thanks, Chris

To: RetiredNow who wrote (24606)	4/24/1999 1:24:00 PM
From: MMW	Read Replies (1) \| Respond to of 77397

As far as stock split goes, I would speculate that Cisco may decide to split its stock if they have a strong quarter. Normally, this third quarter is their weak quarter. If this quarter result is better than expected, next two quarters would be even better. Again the stock split is not as important as company fundamental improvement. But it is a indication of the management confidence about outlook of company in the near future. As a long term investor, I always delighted to receive more shares. Cheers! Mike