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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 80.67

+1.4%

3:08 PM EST

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To: pat mudge who wrote (39922)	9/15/2000 5:44:54 PM
From: Mehitabel	Read Replies (3) of 77400

Thanks, Pat. I did see that. I view it as a sort of summary of all the FUD that has been hounding CSCO over at TMF board nonstop for about the last month. That one article mentions it all-- JNPR is taking market share, CSCO options, CSCO leases, CSCO accounting for acquisitions, past does not predict the future, priced to perfection, yada yada and blah blah. I don't really know what to make of it, since Dell was subjected to the same barrage of innuendo and negative slant of news all last year, and it foretold plenty. I'm just going to wait to see how this all comes out. There certainly is no hint or whiff of problems there that I have seen. CSCO results have been too strong over the past two quarters, and accelerating! to let that sort of thing affect any decisions I might make about the stock. That's all anyone can do, I think, but I would certainly welcome any comments you might have on this sort of article. regards

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