Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Chris Carlson who wrote (24607)	4/24/1999 2:41:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 77397

Kind of like trading Roger Clemens for Greg Maddux ,or Mark McGwire for Sammy Sosa. Don't you have any Mark Portugals, or something? Tony

To: Chris Carlson who wrote (24607)	4/24/1999 3:06:00 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77397

Hey Chris, I don't know anything about EMC, so I can't help you there. But I can tell you that I have a personal policy of accumulating Cisco on dips and never selling. I have made an incredible return doing this. A couple of years back I used to sell Cisco to buy other companies that I thought were more promising and I have always been disappointed my the relative returns. In other words, had I left my money in Cisco I would have done better. So if you really want EMC, you should not sell Cisco and just come up with the money from elsewhere (maybe sell another stock). Cisco is just such a no brainer for the future. Why get rid of a sure thing for something that would probably entail much more risk? JMO.

To: Chris Carlson who wrote (24607)	4/26/1999 10:22:00 AM
From: DownSouth	Respond to of 77397

Chris, RE CSCO and EMC. I am long both. CSCO is the solid performer, but EMC is a good play for at least 2 more years. Have a look at NTAP. NTAP Chm of Board is ex Chm of CSCO (Valentine). NTAP is in the same business as EMC, but on faster growth curb. The company is run very much like CSCO. Closed the year last week. Earnings report will be as consistent as always. Do your dd, if you are interested. PM me if you wish to discuss.