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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.80

-0.3%

3:59 PM EST

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To: bambs who wrote (41472)	10/25/2000 6:26:10 PM
From: t2	Read Replies (3) of 77400

bambs, You deserve credit for being right. I just wonder if we are entering a period where just meeting expectations will be good enough. As the last high flying sector got whacked today, there is little downside for most of the techs right now. Just look at the semis, PC etc. I don't agree with you on Cisco. I don't think it will drop on earnings report. JNPR did much better than expected. One would think that there is very strong demand in this space. Csco will also be reporting in a seasonally good period, post October earnings. An inline number is all the market expects and based upon the comments from Chambers recently, I don't think that will be a problem. Maybe some Cisco deserters may come back to it, after seeing what happened to NT. Cisco does not have the problems associated with NT as I outline below. I happen to believe some of NT's decline has to do with being overweighted on the Canadian market. As a result of the shares being received from the BCE distribution, many funds got stuck with well over 20% in NT. For a mutual fund, that is not a good thing. That is why we saw a decline in the last 3 months as the fund managers ignored the good news on the company and just dumped as it made no sense to be so concentrated. These factors won't be at work with Cisco in the US markets. In any case, you made a good call on the techs. Congrats.

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