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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.59

-0.6%

Jan 5 3:59 PM EST

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To: James Fulop who wrote (44232)	12/7/2000 3:51:04 PM
From: Eric	of 77400

James The problem is how one understands the telcom market. Some of these people are traders while others look at the fundamentals of the business. I look at the latter. The build-out has a long long ways to go, in fact it has only just begun. JMHO. I have worked in this business for the last 30 plus years. So to those who are investing in this sector it requires a lot of DD. I have seen some wild statements that we are going down the "hole". The one's who are trying to disprove this one are lacking in the power of the past. Change is constant. The world is not standing still. The nimble survive, the static die. Time always tells! Eric P.S. I'm betting on the long play. The question is: Where will we be in 10 years!

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