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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 73.87-0.1%Jan 9 9:30 AM EST

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To: RetiredNow who wrote (52037)4/22/2001 3:21:54 PM
From: kvkkc1   of 77400
 
mm,

I have been long CSCO for nearly 8 years now. The management did appear to be superior when they occupied the sweet spot. I still think they are some top managers, but superior is kind of blemished. I'm watching the market closely as I still don't think we are ready to take off in the telecom capex area. However, rather than sell now and pay large(for me) capital gains taxes, I will sell calls when it appears the bear rally begins to stall. If I'm wrong, then I have to pay the taxes. Good luck to you and all.knc
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