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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.04-0.3%3:59 PM EST

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To: t2 who wrote (41710)10/30/2000 8:53:04 AM
From: bambs  Read Replies (3) of 77400
 
You are dreaming. The telco spending concerns are far from priced in to stocks like NT and CSCO. You may noticed that word "bankruptcys" is now being used when talking about companies in the telco sector. If the customers aren't healthy then how the hell is the supplier going to do well in the coming years. "Bond market is closed" for many companies in the telco sector.

Good night CSCO,

Bambs
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