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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 78.16+0.2%Dec 26 9:30 AM EST
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To: bambs who wrote (43185)11/8/2000 9:14:35 PM
From: t2  Read Replies (4) of 77400
 
bambs, The fact that you sound so bleak gives me a lot of optimism. I am considering you as more of a representative of the traders who the world is about to end.

Negativity is always good, IMHO.

As soon as the semis bottom, we are off to the races. I am not calling the bottom in that sector but I think it is around these levels for the communications chips like PMCS, VTSS, AMCC, XLNX etc. They will be worth watching tomorrow as they sold off on the Cisco earnings.....However....the companies in question are very adamant that demand is strong. Surely if Cisco had a large inventory, their orders would have slowed a little to these supplier. That would have caused these semis to get a just a tiny bit cautious in their public comments. I can tell you if I was a CEO of one of these suppliers I would tone down my super bullishness but they are as bullish as ever!!!

Why are they still so bullish is my question.
To me it is a signal of an overeation and that is why I am very optimistic.
Lets see how these trade in the coming days.

BTW--Dell's earnings may be a key for PC related chips stocks but will have nothing to do with the PMCS, VTSS etc types. In any case a slight positive from Dell could have a ripple effect in the communication chip stocks.
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