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

To: Chris Carlson who wrote (24615)	4/24/1999 9:42:00 PM
From: MMW	Respond to of 77400

Just my experience with CSCO stock. It is normally taking a pause or even going down during the period of March and April time frame. If they got a good quarter in, the stock could run up. It is very high valuation at this point, but CSCO has stayed in $95 - $115 for almost four month. It is possible for the stock to run up a little from this point on. Given what is said, I haven't bought this stock myself since oct, 1998 because of its valuation. Cheers! Mike

To: Chris Carlson who wrote (24615)	4/25/1999 12:39:00 PM
From: RetiredNow	Respond to of 77400

I need to look into EMC then.

To: Chris Carlson who wrote (24615)	4/25/1999 2:13:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 77400

Chris, mindmeld. Of course, EMC is not a cheap alternative to Cisco. It has things like the second biggest runup in stock price in the 90's...to Dell, PE in the 60's. However, it's valuation is IMO as deserved as any high flier's. Dominance in their field with the best products and pulling away from even IBM, CEO that ranks with Chambers, their product, storage probably is the least major IT product to be affected by Y2K, and growing faster than CPUs for quite a while now, are things they have going for them. EMC and Cisco...two good ones to have. Tony