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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.39

+1.3%

Nov 19 3:59 PM EST

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To: Bill who wrote (31714)	2/4/2000 10:59:00 AM
From: The Phoenix	Read Replies (1) of 77400

You should be impressed if it's the sweet spot in the market. I know where you're heading... but I think you're underestimating GLW and their business plan which will become clearer in the coming months. I think drawing parallels between Amphenol and sheet metal fab plants that are in slow growth markets (due to sheer volumes) and GLW who is at the forefront of the huge optical growth market and about to deliever new products which address that market is short sighted. But, then... I guess we'll have to wait and see. I suggest we watch some of GLW's moves over the coming months. OG

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