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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 79.27

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9:40 AM EST

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To: The Phoenix who wrote (42861)	11/7/2000 10:49:01 AM
From: FESHBACH_DISCIPLE	Read Replies (2) of 77400

MORE SIGNS OF INVENTORY TROUBLE FROM THE GREAT CRAMER The Truth Hurts 11/07/00 7:09 AM ET Cisco's (CSCO:Nasdaq) honesty will hurt. They went to great lengths to talk about all of the problems in telco land and how they won't affect Cisco. But the implication is that they will really crush other providers. That was the takeaway from last night. Long Cisco. Over-Reaction Alert! 11/07/00 7:07 AM ET There's a consensus brewing that Cisco (CSCO:Nasdaq) built so much inventory that those who supply to Cisco will now face a lean quarter. They are going to shoot all of the high-end telco semis. Shoot to kill. Long Cisco.

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