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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (34350)11/5/2000 8:10:50 PM
From: Boplicity  Read Replies (2) of 54805
 
UF First congratulation. Second, I have feeling CSCO is going to surprise everyone. Voice over IP is gaining steam, CSCO is further along in it's optical strategy then this time last year, and market for routers is growing sufficient enough that JNPR grab of market share might not be too much of a factor. Plus management is on record of feeling the stock got too far ahead of itself. Now the stock has sold down to it's old trend from last year (lay edge or piece of paper on the graph url takes you to connecting the lows from last year, that is the trend) stockcharts.com[L,A]DBOLNYMY[DE][PB25!B50!B100!B200!F][VC60][IUC20!LB14!LF!LG!UA12,26,9!LJ[$SPX]] that management might change the dampening of expectation game the CSCO plays so well. So, we could be hearing more of an upbeat tone out of them during the CC. Plus, expectation have been reduced to low levels. All and all I see a nice rally coming our way in our CSCO shares as long as they come through that is. <g> I might throw out one of rules to never buy a stock before earning unless I'm playing the earnings run game. My target price is 10 points higher to 67 if they deliver. The recovery should look much like we had in May/June of this year.

Greg
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