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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.04

-0.5%

Dec 31 3:59 PM EST

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To: Archie Meeties who wrote (37253)	6/8/2000 9:18:00 AM
From: JRI	Read Replies (1) of 77400

For some reason, both you and Bambs have a real problem understanding that, in a mild economic slowdown, not all companies/products are affected...you seem to believe that all companies, everywhere are similarly, proportionally affected.. I think your argument(s) would be MUCH more powerful if you would claim that Greenspan will overshoot in the interest rate game, and drive us close to a recession...although I think companies like Cisco will STILL see a much, more limited impact (than others), it could potentially effect Cisco's numbers.. However, if your current argument is, as I understand it...that as the U.S. economy slows from 5%-3%...that companies like Cisco will start missing their numbers....well.. I think that is a weak argument.

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