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To: Glenn D. Rudolph who wrote (55207)	5/4/1999 9:46:00 PM
From: Lost1	Read Replies (1) \| Respond to of 164684

Glenn, I was responding to Olu and happened to see his CSCO post so I thought I'd respond to it as well. CSCO is a GREAT CO. and there is no doubt that they are going to be a huge part of the revolution that is upon us. I believe that we are in the infancy of something bigger than anything we have ever seen on this planet since the wheel was invented and fire was harnessed. My take is simply a P&F read on the supply and demand of CSCO, the stock. BTW- if CSCO is your 2nd largest holding then you have done very well for yourself. I don't like to ride stocks back down after a gain which the buy and hold philosophy dictates. P&F tells me when to bail on a stock which is trending in the wrong direction from my goals. As long as you don't have significant margin exposure you will be fine with CSCO forever....but, why not put the money to work somewhere else when things aren't going as expected or desired? ADIOS, Lost1