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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.40

-0.5%

Dec 30 3:59 PM EST

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To: bambs who wrote (43287)	11/10/2000 9:38:11 AM
From: t2	Read Replies (1) of 77400

bambs, i am not taking offense to your comments, just noting the negativity. The more negativity i note in analysts and traders, the better I feel about my long positions and usually end up adding. I have been adding shares but I am not looking at some speculative calls. Added calls in many techs yesterday and will probably add the balance sometime in the coming few days but before next Friday. Picking spots where there has been a lot of bearishness---semis and communications--however avoiding Intel for a couple of days. The case you have presented is more or less factored into the market; that is why it is hard to take your comments and panic. There is a good chance there has been an overeaction and that is what i am betting on. Once we get through this election issue---maybe by next week, we could be off to the races.

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