Cisco Systems, Inc. (CSCO) Message Board

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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.94

+1.1%

Nov 28 9:30 AM EST

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To: t2 who wrote (41477)	10/25/2000 7:20:26 PM
From: bambs	Read Replies (1) of 77400

T2, 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 I think that is exactly it. But, some expectations will not be met. The whole outlook going forward will need to be revisited. The optical sector will not be a 5 trillion dollar market by 2005. I think we will see a slow down as teleco's, dot.com, and old economy stocks spend at a slower growth rate on tech. ventures. I think margins will come down in all these sectors as competition increases. MOT with 6% margins doesn't look good for wireless. Internet wireless seems to be a flop. With rising oil prices and general inflation I think broadband will not take off as planned. The fact is stocks like csco have been priced beyond perfection and are doomed to fall as they fail to meet expectations in the coming year. Semi's have started to crack and now the optical sector is getting whacked. Biotech will be crushed in the coming years. But, I think the big sector to get smashed will be the financials with their massive holdings of corporate bonds. I heard AMZN's bonds are now trading with a 60% yield. There are no big winners in the bond market to make up for the losers. There will be less ipo's and placements to reap profits from. The financial sector will be whacked. Thanks a lot for the congrats. It's nice to know that some people realize that I have made pretty solid calls all year. While the bulls lower their bullish targets I will remain with my original call on the Nasdaq. 2500 is a given and if things continue to erode in the teleco sector, dot.bomb and financials I think 1500 by next summer will be seen. Again, I wish we could rally. I wish the party could go on. It's much easier to make money when stocks are going up. No down tick rule to get in my way. When stocks start to fall it's to late to get in short. Shorting is a much trickery game. Good luck, Bambs P.S. do you think CSCO's revenue will come in light this quarter or will they have to lower guidance for the next? If yes, what do you think csco could gap down to? Is a 20-25% gap down out of the question?

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