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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.07

-1.1%

Dec 1 3:59 PM EST

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To: t2 who wrote (42676)	11/6/2000 7:19:41 PM
From: Tunica Albuginea	Read Replies (1) of 77400

Hi t2, after I got out of JDSU and SDLI last summer I am still looking at them, <vbg> as to when to go back in. Do you remember the poster on JDSU ~8 months ago who made a comment that JDSU had a gap at 54 and that all gaps must be filled? I never forgot that. Basically I now I feel that the Naz has still got a lot of hot air in it that must be let out before it can move up. The Naz is competing for a limited amount of dollars and I don't think Greenie is able to lower rates yet because of higher oil, health, entitlements prices plus new? spending ( drugs/ drug bill ). Thus Q4 and Q1 2001 eps will suffer.Market looks forward and this will be reflected soon.Even assuming the best scenario for CSCO however one company is not able to move against the market I am afraid when the market tumbles. Good hearing from you again anyway, looking forward to meeting you at JDSU soon(-er than later vbg ), cheers TA ============================================ Message #42676 from t2 at Nov 6, 2000 6:58 PM Hi TA, Chambers the most bullish I have seen him. The growth rate for this company is mind boggling. RAising revenue estimates was the key given all the comments about spending slowdowns. This company would not have guided higher if they were worried. I would go out and buy Cisco and Juniper tomorrow! That is what investors are going to do, IMHO.

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