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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 73.99+0.2%Jan 12 3:59 PM EST

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To: Monty Lenard who wrote (41075)10/18/2000 8:18:26 PM
From: Tom D  Read Replies (2) of 77400
 
I am not a trader. I am done with CSCO.

It was Paul Johnson of Robertson Stevens' comment at the 13 minute mark of the Q&A session of JNPR's cc, combined with Bill Parish's analysis of CSCO that did it for me. The stock is priced for perfection, but the company is imperfect.

Johnson pointed out that CSCO has not responded to JNPRs introduction of five hardware and seven software products.

Tom
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