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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 671.91

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Nov 14 4:00 PM EST

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To: Clint E. who wrote (28266)	9/17/2000 1:55:44 PM
From: Johnny Canuck	Read Replies (3) of 68045

Clint, I agree with the assertion in the article that CSCO's hyper growth phase of over, but I don't think the article gives the CSCO management enough credit for their ability to recognize its weakness and new opportunities and acquire/develop the pieces to fill that weakness or exploit the new market. While the declining stock price is an issue, the current market back drop makes an IPO or start up more risky too. We have seen a sharp re-valuing of many start up already. Even high flyers like SCMR, ONIS, and CORV have not been immune. So retaining and attracting employees or engineering acquisitions may not be a big an issue in the coming year. We have also seen companies like ADCT do quite well at acquiring smaller start up or private companies (abiet more in Europe and Israel) even in hot sectors like optical. So while I recognize that CSCO will see a re-valuation, I am not as pessimist as the writer. That said, CSOC is highly tied to the indices so the probabilities are for a decline. The question is the timing of the decline and whether we get a tradable rally before. Barron;s cash track currently showing a decline in investment in equity mutual funds and an increase in money market funds the last few weeks.

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