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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 71.08+0.1%Nov 7 9:30 AM EST

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To: Monty Lenard who wrote (35420)5/11/2000 8:03:00 AM
From: Techplayer  Read Replies (1) of 77397
 
OY Monty,

I still see a difference between the dotcom mania and a complete devistation in the market. Fundamentals are still extremely strong for many of the market leaders. AMAT, for example, was getting killed after hours for meeting expectations last night. The company grew revenues 87% quarter over quarter and earnings from .18-.55 in that period. Guidance going forward is for growing demand on an international basis. Does that sound like there is a problem or a weakening in its story? There are dozens of companies like AMAT, CSCO and NT that will keep the market from crashing.

tp
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