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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.22+0.1%Nov 24 3:59 PM EST

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To: bambs who wrote (40368)10/4/2000 5:40:54 PM
From: JRI  Read Replies (1) of 77400
 
Bambs, Dell is low-end of the tech food chain...it does not speak for all tech.......I still have a 2% position (mostly remembering the good ol dayz..just like Cisco)...tech investors are a bit more savvy then to paint all tech with PC brush...in fact, with the Intel announcement, I think we reach a real watershed (stock-wise)....many new, new techs held up well (bar the last couple days) since Intel announcement....Intel, Dell, Msft, box makers stunk...the market pretty well recognizes now that it is a broadband/internet/multiple device world (as opposed to PC- ruled)

Anything could happen tomorrow...like everyday...but I think Micron's news/forecast is as important to most tech (than Dell) at this point...BTW- looking at how Dell has tanked since the Intel announcement, it looks like the Street didn't believe MD anyway...(1 1/2 week ago)..most news already in stock..
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