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

To: mauser96 who wrote (25928)	5/21/1999 1:26:00 PM
From: Eric	Read Replies (1) \| Respond to of 77400

Lucius Yes we will have corrections on the order of 35 to 40% on a roughly yearly basis which is a great opportunity to get in and I have used those opportunities in the past to leverage my long position. Their growth rate is accelerating over what they have done the last few years. They are executing about as well as anyone could expect. Bring on the Bears, they will be eaten alive! Eric

To: mauser96 who wrote (25928)	5/21/1999 3:06:00 PM
From: Jacob Snyder	Read Replies (2) \| Respond to of 77400

re: Easy money. Not easy. Remember the fear at that time? In October 1998, there was a lot of serious discussion about the possibility of a series of hedge fund margin calls in the U.S., emerging country currency collapses, and big bank failures in Japan, all at the same time. It took courage to buy high PE growth stocks in the face of a massive selloff. I didn't get any CSCO then, because I was loading up on far-out-of-the-money AMAT 2001 calls.