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Pastimes : Home on the range where the buffalo roam

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To: Wyätt Gwyön who wrote (3369)	8/6/2000 10:23:48 AM
From: Boplicity	Read Replies (2) of 13572

Yep, CSCO holds the key, it's not MSFT anymore, It's CSCO. I believe CSCO is going to be hard time living in an all optical world too but that is thinking a little ahead of ourselves. CSCO's lock on server market is now not only being attacked by upstarts such as JNPR and now AVIC, put the possibility of layer reducing proprieties of an all optical backbone will remove CSCO ops sys as being important as it is now. Furthermore, I'm really beginning to believe NT will end up being the top dog. re: QCOM, I'm seeing accumulation in QCOM that I haven't seen in a long time, so for stock like QCOM that is starting what looks to be a nice long base to break below the lower support of 50 or so, would signal to me or add to my thinking at the time, that the market at large is going down to the spring lows. Greg

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