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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.44+0.3%2:50 PM EST

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To: Andy who wrote (29480)11/22/1999 7:40:00 PM
From: RetiredNow  Read Replies (2) of 77400
 
My Thoughts:

This guy is too extremist. Anytime someone is telling you that the #1 company in the fastest growing industry in the world is going to be toast shortly, I tend to ignore them. However, if you do a little research on your own and then decide that Cisco might be in trouble, why sell it all now? The best thing to do if you are worried is ease out of the stock until your theory is proved correct. That way you don't miss out if Cisco somehow "survives".

Now if you have been around as long as some of us long term holders you will realize that Cisco has met competition fairly well in the past. They will handle themselves just fine in the coming years.

Let me tell you this: even if Cisco LOSES, they will still be winners in the next 5 years. We are looking at a $250-300 billion market that Lucent, Nortel and Cisco are tackling. If Cisco gets just 10% of this, then they almost triple in size. Not too shabby for a company facing its imminent demise according to some radical folks.
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