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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.46

-3.7%

Nov 20 3:59 PM EST

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To: Mr.Fun who wrote (35679)	5/17/2000 11:26:00 PM
From: JRI	Read Replies (1) of 77400

Semi-OT Fun- Good to see you again...any new thoughts on Cisco's stock price? I know it ran way past your year-end targets earlier this year...but did this correction get it back in line? Also, your views on the chip sector? Looks to me like a multi-year up cycle is a reality....(although gi ven the perpetual over-optimistic chip bulls) translation: Probably in 2 years of great times <G>, and then the cycle will turn down again (overcapacity)..but in the meantime, many chip stocks should rock: HLIT, CREE, SNDK, SSTI, BRCM..any thoughts on those? I see a big run coming...Thanks in advance..

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