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Technology Stocks : Cisco

CSCO 72.10

+1.4%

Nov 10 3:59 PM EST

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To: mwj6 who wrote (29)	5/10/2000 3:08:00 PM
From: MCF	of 405

I agree,I have been invested with Cisco since 1995,it's a great stock.What's gonna happen? Are we going to wake up tomorrow and find that Alcatel/Lucent/Nortel now own the router space? Is the IT going to stop it's growth? Is there no longer going to be a need for high bandwidth in the IT infrastructure? Cisco has two major strenghts against it's competition: They purchase IP with stock,as opposed to having to borrow cash.-So do the other players:) 1.Their business model is world class. Their inventory level of $8XXM is nothing compared to almost $5B in revenue for the quarter. Their model forces suppliers/contract manufacturers to carry the short term inventory cost. 2.When they purchase a company,they can absorb it into their product line,retain valuable technical resources and turn the IP into cash flow in less than 120 days.If you can imagine/compare that to a Lucent/Nortel/Alcatel...they would still be holding cross functional meetings to determine how they should best "fit" Cerent into their strategic product plans:) The entire tech sector flew too close to the Sun in 1999.It's payback time:( We all have lost a fortune in paper equity over the last couple of months.It's a real bummer:) But the glass is either half empty or half full. My Jan 1999 portfolio is still yielding over 70%,that ain't too shabby:) Either we believe the stuff we have been smokin over the last couple of years or we don't.What should we do?Buy gold /real estate or Sears & Robuck...nah it's time to dig in and do the nasty! Cisco works, it's been a major contributor to my portfolio and it is going to enable me to retire. If a had any backbone, I would margin myself to my eyeballs on it. Surf@60

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