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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: Stock Farmer who wrote (38345)7/14/2000 10:09:27 PM
From: The Phoenix  Read Replies (2) of 77397
 
John,

I think you're missing the point. There is no cliff. It's more like ... assume we're horses and there are two fields of grass. Sometimes one field has greener and sweeter grass than the other but both are very good fields.

Now, some horses are satisfied with the less sweet field because it's always been good - no droughts never a problem.. sometimes the field is very sweet indeed. This would be like the CSCO field.

Other horses feed on a different field. Today this particular field is very sweet but this field too has had some rough times - perhaps a little rougher than CSCO field... still it's hard to argue about it now because the grass is very sweet indeed. This would be the NT field.

Now there are some really smart horses that straddle both fields and feed off each. Should one field falter they are still in a good position to enjoy sweet grass - of course we all know that the fields are in such close proximity that should one falter badly it's likely the other field will also be damaged.

So, there is no cliff or "the sky is falling". Both fields are sweet and are producing nice grass. It's up to the horse to chose what to do.. feed off one or both. What's really stupid is the horse in the sweet field yelling over to the horses in the historically stable field (which by the way is still producing very nice grass) that the field is dead and that they should get out of the field. That horse would be well adised to shut up and eat some grass.

OG
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